JH
Jason Harris Gerb
CRD 3021815
Firms
| Firm | Role | As of |
|---|---|---|
| Osaic Wealth, Inc. | Registered representative | 07/20/2026 |
| Osaic Advisory Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Osaic Wealth, Inc.
Svp, Chief Regulatory Officer · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗