Rga Investment Advisors, LLC
RGA Investment Advisors, LLC, led by Managing Partner Jason M. Gilbert, CPA/PFS, CFF, CGMA, offers financial advisory services at 185 Great Neck Road, Suite 306, Great Neck, NY. Jason Gilbert's educational background includes an M.S. from George Washington University and a B.A. from the University of Michigan, Ann Arbor. Holding licenses as a Certified Public Accountant, Personal Financial Specialist, and Certified Financial Forensics, Gilbert has extensive experience in financial planning and forensic accounting. He also passed the Series 65 Examination in 2009. With work experience at firms like General Atlantic and KPMG, Gilbert has been with RGA Investment Advisors since 2009. The firm's supervision structure ensures thorough oversight, with a partnership committee overseeing functions like management and client service. Gilbert is also involved with Soundview Private Wealth, LLC, focusing on estate planning and wealth management. Clients benefit from tailored tax planning strategies aligned with estate goals. Jason Gilbert does not receive additional compensation from other businesses, and the firm's advisory services emphasize educating clients on investment recommendations.
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