Jonathan Gossett, financial advisor Ringgold GA

Jonathan Gossett

CRD Number: 2081901
Current Firm: Dempsey Lord Smith, LLC

Jonathan Gossett (CRD# 2081901) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Ringgold, GA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Dempsey Lord Smith, LLC Rome, GA Apr 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for Jonathan P. Gossett
Phone Number: 706.238.9575
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    586
    MILLIONS
  • Total Number of Accounts
    3,106
    ACCOUNTS
  • Average Account Value
    $188,543
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NM, NV, OH, PA, PR, SC, TN, TX, VA

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