Back to top

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Rga Investment Advisors LLC 9 years, 11 months Jan 2009 - Present
General Atlantic 3 years, 11 months Jan 2006 - Dec 2009

Designations & Memberships

  • American Institute of Certified Public Accountants
    Membership
    American Institute of Certified Public Accountants
    The American Institute of Certified Public Accountants (AICPA) is the world's largest association representing the accounting profession, with nearly 370,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination.
  • Certified Public Accountant
    Designation
    Certified Public Accountant
    The Uniform CPA Examination protects the public interest by helping to ensure that only qualified individuals become licensed as U.S. Certified Public Accountants (CPAs). Individuals seeking to qualify as CPAs – the only licensed qualification in accounting – are required to pass the CPA Examination.
  • Personal Financial Specialist
    Designation
    Personal Financial Specialist
    Individuals holding this designation have an understanding of the service issues of retirement plan set-up, management, and review.

Articles and Answers

Insights by Jason Gilbert

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
Where I would find the fees charged to manage my 401K account.
Generally you should contribute to the maximum of the company match and contribute additional monies to self-directed qualified plans (either a ROTH or Traditional IRA, depending on your income level and potential tax savings). If you work with a CPA or qualified tax advisor, they should be able to...  (more)
Answered Nov 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 18, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Rga Investment Advisors, LLC

    Last updated on Sept. 1, 2016
      • $25.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 126
        Accounts
      • $198.4K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements