| Other Names: | Ross Matthew Gerber |
|---|---|
| Firm: | |
| DBA: |
Gerber Kawasaki Wealth and Investment Management |
| Additional Firm: | |
| Type: | Dual Registration |
Ross Gerber is the President and CEO of Gerber Kawasaki Inc. in Santa Monica, California. Gerber Kawasaki Inc. primarily manages accounts for high net worth individuals, individuals, and corporations and has more than $161M in assets under administration.
With over 19 years of experience as a financial advisor, Mr.
...(see more)
Welcome to the tenth issue of the Gerber Kawasaki Viewpoint. This is our two year anniversary issue! We appreciate our terrific clients, business associates, friends and families for their loyal support. We are proud of the advice and the level of personal service that we give our clients. We are more proud of our shared values and our commitment to creating a new generation of financial advisors. This month's issue discusses several important financial planning and investment concepts that will help you achieve your financial goals. Feel free to share this newsletter and contact us to learn more.
Welcome to the ninth issue of the Gerber Kawasaki Viewpoint.The goal of our newsletter is to help you make sense of the arcane world of investing and finance. We want you to be comfortable and knowledgeable about your financial life. Check out our newsletter and tell us what you think and what you want to know, and don't forget to share the GK Viewpoint with your friends and family.
Santa Monica, California - Welcome to the seventh issue of the Gerber Kawasaki Viewpoint.The goal of our newsletter is to help you make sense of the arcane world of investing and finance. We want you to be comfortable and knowledgeable about your financial life. Check out our newsletter and tell us what you think and what you want to know, and don't forget to share the GK Viewpoint with your friends and family.
Santa Monica, California - Welcome to the fourth issue of the Gerber Kawasaki Viewpoint.The goal of our newsletter is to help you make sense of the arcane world of investing and finance. We want you to be comfortable and knowledgeable about your financial life. Check out our newsletter and tell us what you think and what you want to know, and don't forget to share the GK Viewpoint with your friends and family. In this issue, The Best Holiday Gift is Financial Stability, Gerber Kawasaki: Leader in Social Media, Tax Management Tips in Volatile Markets, Charitable Giving Has Many Benefits.
Santa Monica, California - In this issue: What's Up With the 99%?, Holding Steady in the Eye of the Storm, Investing for the Long Term: Buffett Style, Financial Planning: Looking at the Big Picture.
| Individuals | |
| High Net Worth Individuals | |
| Pension and Profit Sharing Plans | |
| Corporations or Other Businesses | |
| Charitable Organizations | |
| State or Municipal Government Entities | |
| Insurance Companies |
| Employer | Years | Dates |
|---|---|---|
| LPL Financial LLC | 7 months, 3 weeks | Oct 2012 - Present |
| Gerber Kawasaki, Inc. | 2 years, 11 months | Jun 2010 - Present |
| Aig Financial Advisors, Inc. | 7 years | Oct 2005 - Oct 2012 |
| Independent Capital Management Inc. | 15 years, 4 months | Jan 1995 - May 2010 |
| Sunamerica Securities, Inc. | 11 years, 4 months | Jun 1994 - Oct 2005 |
| Regulator |
|
|
|---|---|---|
| License Status |
Registered
|
Registered
|
| Disclosures |
No Disclosures Found |
No Disclosures Found |
| As of Date |
10/24/2012
|
10/25/2012
|
| Exam | Series | Passed Date |
|---|---|---|
| Municipal Fund Securities Principal Examination | Series 51 | 12/16/2004 |
| Uniform Investment Adviser Law Examination | Series 65 | 07/07/1999 |
| General Securities Principal Examination | Series 24 | 01/24/1996 |
| General Securities Representative Examination | Series 7 | 09/11/1995 |
| Uniform Securities Agent State Law Examination | Series 63 | 06/22/1994 |
| Investment Company Products/Variable Contracts Representative Examination | Series 6 | 06/14/1994 |
| Address |
2716 Ocean Park Blvd #2020 Santa Monica, CA 90405 |
|---|---|
| Phone Number | (310)-399-6397 |
| Website | www.GerberKawasaki.com |
No professional designations listed.
No membership associations listed.
No services listed.
