Jason Gilbert has been CCO, Managing Partner of RGA Investment Advisors since January 2009, is a control person of the firm and directly owns between 50% and 75% of it. Jason Gilbert holds a Bachelor of Arts from the University of Michigan and a Master of Science in Accounting and Finance from George Washington University School of Business.
Rga Investment Advisors, LLC is a Great Neck, NY firm with $101M under management, 100 clients and 4 advisers across 3 offices, as of its July 2026 filing.
Jason Gilbert is Managing Partner, President of RGA Investment Advisors LLC. He has been managing money for high net worth individuals since 2006 and held investment and advisory roles at General Atlantic LLC and Berkery, Noyes & Co. Prior to Wall Street, he led due diligence efforts for financial buyers within KPMG's Transaction Services practice.
Professional designations
Listed by RGA Investment Advisors
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Certified in Financial Forensics (CFF)
- Chartered Global Management Accountant (CGMA)
Investment adviser representative registrations
Jason Gilbert is registered as an investment adviser representative in 2 states. Each was approved in May 2021.
- New YorkSince 26 May 2021
- TexasSince 26 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 December 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason Matthew Gilbert
- CRD
- 5644266
- Firm
- RGA Investment Advisors · CRD 149171
- Role
- CCO, Managing Partner
- Registration
- Investment adviser registration
- In the industry since
- August 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rgaia.com
Where does Jason Gilbert work?
Jason Gilbert has been CCO, Managing Partner of Rga Investment Advisors, LLC since January 2009, and is a control person of the firm.
Is Jason Gilbert a financial advisor?
Yes. Jason Gilbert has a current investment-adviser registration in New York and Texas, through RGA Investment Advisors since August 2013.
How many years of experience does Jason Gilbert have?
Jason Gilbert has 13 years in the financial industry, since August 2013, across 1 adviser firm.
What exams has Jason Gilbert passed?
Jason Gilbert passed the Series 65 in December 2008.
Is Jason Gilbert registered with FINRA?
No. Jason Gilbert has no current broker registration.
How can I verify Jason Gilbert’s record?
Search CRD 5644266 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Gilbert’s full registration record.