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Jeff Gelber
Registered Investment Advisor and Equity Trader at B. Riley Wealth Advisors, Inc.
About
Jeff Gelber is a Registered Investment Advisor and Equity Trader at B. Riley Wealth Management, based in St. Louis, Missouri. In this role, he provides advisory and trading services to clients, focusing on equity markets through portfolio management, investment strategy, and customized solutions for individuals and institutions.
Gelber specializes in U.S. equities, offering expertise in stock selection, active trading, and risk management within the broader context of wealth management. His tenure at B. Riley Wealth—starting in 2005—reflects a long-standing commitment to helping clients navigate the complexities of equity investments, aligning portfolios with market opportunities and client objectives.
Prior to joining B. Riley Wealth Management, he accumulated industry experience at Kenny Securities Corp. and in the financial advisory field, totaling over thirty years of service. Gelber is recognized for his deep knowledge of equity markets; however, there is no public record of educational credentials or advanced academic degrees. His notable contributions lie in his consistent client focus and extensive industry tenure as a trusted advisor in the equity and wealth management sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| B. Riley Wealth Management | Registered Investment Advisor and Equity Trader | Jan 2005 to Present | — |
Skills & Expertise
Others at B. Riley Wealth Advisors, Inc. (29)
| Name | Role | Location |
|---|---|---|
| Vice President, Investments | Chicago, IL , United States | |
C Chad Veitch | Head Equity Trader | Boca Raton, FL , United States |
| Senior Vice President, Investments | Chicago, IL , United States | |
D Demy Jacob | Trading Associate | Edison, NJ , United States |
| Senior Vice President, Investments | Fort Lauderdale, FL , United States | |
E Eve Glatt | Senior Portfolio Manager | New York, NY , United States |
| Vice President, Investments CFP® | Merrick, NY , United States | |
| Senior Vice President - Investments | United States | |
| Vice President, Investments | Westlake Village, CA , United States | |
J Jesse Kohen | Associate | New York, NY , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | Green Square Capital Advisors LLC | Memphis, TN , United States | |
| Portfolio Manager | Delta Asset Management Llc/tn | Memphis, TN , United States |