Jeffrey Gibbons (CRD# 1966106) is an Investment Advisor Representative working at Ria Advisory Group, LLC in Ames, IA and has over 34 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4420604
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ria Advisory Group | Des Moines, IA | Sep 2017 - Current | 6 |
| Visionpoint Advisory Group | Ames, IA | Aug 2014 - Sep 2017 | 3 |
| Lpl Financial, LLC | Ames, IA | Sep 2003 - Aug 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1989 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
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Total Assets Under Management399MILLIONS
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Total Number of Accounts2,799ACCOUNTS
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Average Account Value$142,504
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CO, FL, IA, IL, MN, MO, NC, NE, SD, TX, WI
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