Rga Investment Advisors, LLC
Rga Investment Advisors, LLC (CRD# 149171) is a financial advisory firm headquartered in Great Neck, NY. They manage $23,000,000 in 126 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts126ACCOUNTS
Average Account Value$182,540
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, NJ, NY
Jason has been managing money for high net worth individuals since 2006. He held investment and advisory roles at both General Atlantic LLC (GA), a leading global private equity firm providing capital for growth companies driven by information technology or intellectual property, as well as Berkery, Noyes & Co. (BNC), an independent Wall Street investment bank serving the broadly defined knowledge and information marketplace. At GA, Jason was responsible for deal prospecting, transaction structuring, as well as value added portfolio work. At BNC he specialized in serving large and mid-sized information providers in the U.S. and international markets with strategic mergers & acquisitions, corporate and asset divestitures, strategic research, and valuations. Prior to Wall Street, he led the due diligence efforts for numerous financial buyers within KPMGs Transaction Services practice, and provided estate planning tax consulting services at the law firm of Buchanan Ingersoll, PC in Washington, DC. Jason is a CPA who holds the PFS designation for his expertise in Personal Finance, a CFF for his accreditation in Financial Forensics, and a charter in global management accounting (CGMA). He holds a B.A. from the University of Michigan and an M.S. in Accounting and Finance from the George Washington University School of Business.
Jason lives with his wife, Julianna, sons, Logan and Henry, and daughter, Sophie in Great Neck, New York. Jason enjoys scuba diving, cooking for his family, and, of course, investing in great businesses.
Jason’s personal blog can be found at: www.jasongilbertcpa.com
RGA Investment Advisors LLC can be found at: www.rgaia.com
Elliot Turner (CRD# 5593722) is an Investment Advisor Representative working at Rga Investment Advisors, LLC in Great Neck, NY and has over 6 years of experience in the finance industry.