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RIA / WealthAdvisorPersonal Financial Specialist17 years in industry

JASON MATTHEW GILBERT

Advisor at RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:abb16049-8df0-b845-e970-4f76ea92c5be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Dec 5, 2008 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jason Matthew Gilbert

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RGA INVESTMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 5, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 2
Designations: Personal Financial Specialist
Exams: S65
First exam: Dec 5, 2008
Dual registered: no
IAPD individual key: 5644266

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RGA INVESTMENT ADVISORS, LLC	Independent wealth	May 26, 2021	n/a	yes	GREAT NECK, NY\|GREAT NECK, NY	Current employment

Relationships

Registered with (1)

→ RGA INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
May 26, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:abb16049-8df0-b845-e970-4f76ea92c5be
First observed: Dec 5, 2008
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JASON MATTHEW GILBERT

Advisor at RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:abb16049-8df0-b845-e970-4f76ea92c5be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:34 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

RGA INVESTMENT ADVISORS, LLC

Independent wealth

May 26, 2021

n/a

yes

GREAT NECK, NY|GREAT NECK, NY

Current employment