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Jason M Gitter

Investment Adviser Representative at Purevest

Staten Island, NYCRD #4670240Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jason M. Gitter is an investment adviser representative with Purevest in Staten Island, NY, where they have been registered since 2022. They have worked in the securities industry since 2004 and have been registered with 3 firms, including Cetera Advisor Networks LLC and VOYA Financial Advisors, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York.

Office

1110 South Ave, Suite 85
Staten Island, NY 10314

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/1/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 12/5/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/19/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

PurevestCurrent
4/4/2022 – Staten Island, NY
Cetera Advisor Networks LLC
6/9/2021 – 4/7/2022Staten Island, NY
VOYA Financial Advisors, Inc.
4/10/2015 – 6/9/2021Staten Island, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. VOYA Financial Advisors
    Sep 2014 – Jun 2021Staten Island, NY
  2. Cetera Advisor Networks LLC
    Jun 2021 – Mar 2022El Segundo, CA
  3. PureVest, LLC
    Mar 2022 – no end date reportedStaten Island, NY

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Purevest

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.025

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning, investment strategy, 401K rollovers, life insurance, brokerage account management, retirement account management, and investment accounts for children.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting
Firm areas of expertise
Financial PlanningRetirement Planning401K RolloversInvestment StrategyLife InsuranceWealth ManagementRegistered Investment Advisory

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

Under $100M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Staten Island, NY
SEC file number:
801-123242

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 13, 2026

View full firm profile

Other advisors at Purevest

2 other advisors in the directory

View Purevest firm profile

Similar advisors in Staten Island, NY

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason M Gitter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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