Jeffrey Gasaway, financial advisor Lafayette IN

Jeffrey Gasaway

CRD Number: 5257740
Current Firm: Asset Management Strategies, Inc.

Jeffrey Gasaway (CRD# 5257740) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Lafayette, IN and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Center For Wealth Planning Advisors, Inc. Lafayette, IN Apr 2016 - Current 7
Lpl Financial LLC Lafayette, IN Dec 2015 - Current 8
Good Life Advisors, LLC Wyomissing, PA Dec 2015 - Apr 2016 < 1
Edward Jones St Louis, MO Aug 2012 - Nov 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey A. Gasaway
Phone Number: 3175776912
Firm Website: https://www.amsria.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    147
    MILLIONS
  • Total Number of Accounts
    1,767
    ACCOUNTS
  • Average Account Value
    $83,127
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
Types of Clients
Registered States

CA, IL, IN, MD, OH

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