Jeffrey Lawrence Gibbons
CIMA®Professional Summary
Jeffrey Lawrence Gibbons, CIMA®, who also goes by Jeff Gibbons, is a registered financial advisor currently at RIA ADVISORY GROUP, LLC located in Ames, Iowa. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jeffrey has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeff Gibbons
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
DAKOTA ADVISORY TEAM | TRIPOINT ADVISORY GROUP, LLC | RIEA | RIAG, LLC DBA RIA ADVISORS | RIA ADVISORY GROUP, LLC | PEDERSEN INSURANCE & FINANCIAL SERVICES | LIFESTYLES INVESTMENT STRATEGIES | IEA WEALTH MANAGEMENT, LLC | IEA WEALTH MANAGEMENT LLC | EA-ADVISORS, LLC | EA ADVISORS
Contact Information
Main Address
500 Sw 7th Street Suite 204, Des Moines, IA 50309Mailing Address
6300 S. Old Village Place #100, Sioux Falls, SD 57108Phone Number
(515) 965-8588# of Employees
25SEC notice filing (17 States and Territories)
Registered to provide investment advisory services in 17 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,228AUM (Assets Under Management)
$568,379,295Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
DAKOTA ADVISORY TEAM | TRIPOINT ADVISORY GROUP, LLC | RIEA | RIAG, LLC DBA RIA ADVISORS | RIA ADVISORY GROUP, LLC | PEDERSEN INSURANCE & FINANCIAL SERVICES | LIFESTYLES INVESTMENT STRATEGIES | IEA WEALTH MANAGEMENT, LLC | IEA WEALTH MANAGEMENT LLC | EA-ADVISORS, LLC | EA ADVISORS
State Registrations and Notice Filings
(9/18/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1989About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Lawrence Gibbons's CRS (Customer Relationship Summary).
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