Jeffrey Gumeson, financial advisor Park City UT

Jeffrey Gumeson

CRD Number: 3200125
Current Firm: The Caprock Group, LLC

Jeffrey Gumeson (CRD# 3200125) is an Investment Advisor Representative working at The Caprock Group, LLC in Park City, UT and has over 11 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The Caprock Group Inc. Park City, UT Feb 2015 - Current 9
J.p. Morgan Securities LLC Denver, CO Sep 2012 - Feb 2015 2
Jpmorgan Chase Bank Na Denver, CO Aug 2012 - Feb 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
Contact Info for Jeffrey M. Gumeson
Phone Number: (208) 368-9600
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    6,922
    MILLIONS
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $21,834,685
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, ID, IL, NJ, TX, UT, WA

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