Jason Gerb

Jason Gerb, CRCP™ CAMS™, serves as the Chief Regulatory Officer at Osaic, a leading network of independent wealth management firms in the United States, since May 2022. Previously, Jason held multiple Chief Compliance Officer positions at Triad Advisors, Triad Hybrid Solutions, and Royal Alliance Associates from September 2021 to June 2023. Prior experience includes a role as Vice President, Senior Compliance Group Manager at TD Private Client Wealth LLC and Chief Compliance Officer at Foresters Financial Services, overseeing extensive compliance programs. Jason also served as Chief Compliance Officer at Equinox Fund Management and was a Principal Examiner at FINRA, where Jason contributed to addressing complex regulatory issues. Jason holds a CRCP from The Wharton School and a Bachelor of Arts in Political Science from Montclair State University.