Jeffrey GaierCRD Number: 1214107
Current Firm: M Holdings Securities, Inc.
Jeffrey Gaier (CRD# 1214107) is an Investment Advisor Representative working at M Holdings Securities, Inc. in East Hanover, NJ and has over 33 years of experience in the finance industry. Jeffrey Gaier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Greenberg & Rapp||East Hanover, NJ||Feb 2016 - Current||1|
|M Holdings Securities, Inc.||Portland, OR||Feb 2016 - Current||1|
|Metlife Securities Inc.||Florham Park, NJ||Jan 2015 - Current||2|
|New England Securities||Fairfield, NJ||Nov 2006 - Current||10|
|Woodbury Financial Services||Livingston, NJ||Jun 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
Total Assets Under Management958MILLIONS
Total Number of Accounts2,758ACCOUNTS
Average Account Value$347,441
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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