Arthur M. Cohen & Associates
47yrs
Top advisor by experience in Northbrook
6yrs
Jared Gelb
Financial advisor at Merrill
Jared Gelb is a fiduciary financial advisor in Northbrook, Illinois, with 6 years in the industry. Jared joined Merrill in 2021, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 313 advisors with offices in Northbrook, and one of 295 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office1033 Skokie Blvd, Northbrook, IL 60062
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowMerrillCurrent firm
Contact Jared
Local office(847) 564-7146Ask for Jared. (800) 637-7455Main office · New York, NY 1033 Skokie BlvdNorthbrook, IL 60062Office · Get directions
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Questions to ask Jared
Tailored to Jared’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jared
How do I contact Jared?
Call Jared’s local office at (847) 564-7146 or the Merrill main office at (800) 637-7455, and ask for Jared Gelb.
How long has Jared been a financial advisor?
Jared has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Jared hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jared for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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