# Jason Gilbert

> Jason Gilbert is a fee-only financial advisor at RGA Investment Advisors in Great Neck, New York, who holds the PFS credential. Jason charges a percentage of assets.

Page: https://find.wellspent.co/advisors/jason-gilbert/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** RGA Investment Advisors
- **Based in:** Great Neck, New York
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $101.1M across 283 accounts
- **Credentials:** PFS
- **CRD:** 5644266 (https://adviserinfo.sec.gov/individual/summary/5644266)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.rgaia.com

## Frequently asked questions

### Is Jason Gilbert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and RGA Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason charges a percentage of assets.

### Where is Jason Gilbert based?

Jason Gilbert is based in Great Neck, New York.

### What credentials does Jason Gilbert hold?

Jason Gilbert holds the PFS credential.

### Is Jason Gilbert registered with the SEC?

Yes. Jason Gilbert is registered as an investment adviser representative in NY and TX (CRD 5644266), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RGA Investment Advisors manage?

RGA Investment Advisors reports $101.1M across 283 accounts in assets under management.

### How do I contact Jason Gilbert?

Through Jason's website, www.rgaia.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5644266): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.rgaia.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.