Jeffrey Gollehon, financial advisor Aberdeen NC
61 score

Jeffrey Gollehon

CRD Number: 1212338
Current Firm: Horter Investment Management, LLC

Jeffrey Gollehon (CRD# 1212338) is an Investment Advisor Representative working at Horter Investment Management, LLC in Aberdeen, NC and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Horter Investment Management Cincinnati, OH Dec 2014 - Current 2
Jg Financial Consulting, LLC Aberdeen, NC May 2007 - Nov 2014 7
Jg Financial, Inc. Aberdeen, NC Apr 1995 - Nov 2014 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jun 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Investigation
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey J. Gollehon
Phone Number: 513-984-9933
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
61

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