JG
Jeffrey A. Gore
GPS WEALTH STRATEGIES GROUP
Centennial, CO 80111
Some features on this profile are disabled
CRD#: 2844692
JG
Professional summary
Jeffrey Arthur Gore, who also goes by Jeffrey A Gore, is a registered financial advisor currently at GPS WEALTH STRATEGIES GROUP, LLC located in Centennial, Colorado and LPL FINANCIAL LLC located in Centennial, Colorado.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jeffrey has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey A Gore
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.
1. 7/23/2001 - OTHER-TAX PRACTICE - OPTIMA FINANCIAL, INC. - TIME SPENT 10%. 2) 09/05/2017-GPS Wealth Strategies Group, LLC-Investement related-At reported business location(s)-Registered Investment Advisor Hybrid-Plans and advice-start 01/01/2017-Hours per month 120/hours during trading 5-I provide investment advisory services through GPS Wealth Strategies Group, LLC, an independent investment advisor firm. I started this business activity in 7/2017. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 11/03/2021 - Gore Financial Management, Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/01/2021 - 150 Hours Per Month/150 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Arthur Gore's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 3, 2017 - Present
GPS WEALTH STRATEGIES GROUP, LLC
Office #1: 6484 South Quebec Street, Centennial, CO 80111RIA
CRD#: 285507
Centennial, CO
Current
May 17, 2001 - Present
LPL FINANCIAL LLC
Office #1: 6484 South Quebec Street, Centennial, CO 80111RIA
BD
CRD#: 6413
Centennial, CO
Past
June 1, 2001 - April 25, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
February 27, 1998 - May 18, 2001
CETERA ADVISORS LLC
BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past
January 30, 1997 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
January 30, 1997 - March 20, 1998
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GPS WEALTH STRATEGIES GROUP, LLC
ARROW WEALTH MANAGEMENT | WILL SAVAGE WEALTH MANAGEMENT | TRUE WEALTH ADVISORS, INC. | MOUNTAIN HIGH WEALTH MANAGEMENT | MONEY & MINDFULNESS | MIKEE OH, YOUR KEY TO RETIREMENT | JOEL D. ANDREWS, LLC. | GPS WEALTH STRATEGIES GROUP, LLC | GORE FINANCIAL MANAGEMENT, INC. | COLUMBINE WEALTH ADVISORS LLC | ASPEN WEALTH MANAGEMENT, INC.
CRD#: 285507 / SEC#: 801-108848
RIA
Registered Investment Advisory firm - (1/3/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/27/2017)
RR
Alaska(4/29/2016)
RR
Arizona(6/25/2004)
RR
Arkansas(9/14/2018)
RR
California(5/17/2001)
RR
Colorado(5/17/2001)
IAR
Colorado(1/3/2017)
RR
Connecticut(12/24/2008)
RR
Delaware(5/15/2019)
RR
District of Columbia(3/29/2006)
RR
Florida(9/2/2004)
RR
Georgia(3/22/2005)
RR
Hawaii(2/13/2018)
RR
Idaho(1/31/2018)
RR
Illinois(12/18/2001)
RR
Indiana(7/19/2006)
RR
Iowa(7/8/2014)
RR
Kansas(5/17/2001)
RR
Kentucky(5/13/2019)
RR
Louisiana(1/25/2013)
RR
Maine(5/10/2019)
RR
Maryland(10/6/2004)
RR
Massachusetts(7/21/2014)
RR
Michigan(1/4/2005)
RR
Minnesota(9/15/2005)
RR
Mississippi(10/1/2001)
RR
Missouri(5/17/2001)
RR
Montana(3/5/2018)
RR
Nebraska(3/20/2018)
RR
Nevada(10/11/2004)
RR
New Hampshire(8/12/2005)
RR
New Jersey(10/16/2012)
RR
New Mexico(8/14/2006)
RR
New York(9/13/2018)
RR
North Carolina(1/3/2007)
RR
North Dakota(4/17/2018)
RR
Ohio(5/17/2001)
RR
Oklahoma(2/5/2018)
RR
Oregon(11/9/2009)
RR
Pennsylvania(1/4/2005)
RR
Rhode Island(2/1/2018)
RR
South Carolina(4/26/2007)
RR
South Dakota(8/4/2006)
RR
Tennessee(6/20/2017)
RR
Texas(1/22/2004)
IAR
Texas(1/3/2017)
RR
Utah(3/13/2002)
RR
Vermont(5/13/2019)
RR
Virginia(7/21/2004)
RR
Washington(6/21/2005)
RR
West Virginia(5/22/2019)
RR
Wisconsin(1/3/2007)
RR
Wyoming(8/28/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GW
GPS WEALTH STRATEGIES GROUP, LLC
ARROW WEALTH MANAGEMENT | WILL SAVAGE WEALTH MANAGEMENT | TRUE WEALTH ADVISORS, INC. | MOUNTAIN HIGH WEALTH MANAGEMENT | MONEY & MINDFULNESS | MIKEE OH, YOUR KEY TO RETIREMENT | JOEL D. ANDREWS, LLC. | GPS WEALTH STRATEGIES GROUP, LLC | GORE FINANCIAL MANAGEMENT, INC. | COLUMBINE WEALTH ADVISORS LLC | ASPEN WEALTH MANAGEMENT, INC.
CRD#: 285507 / SEC#: 801-108848
RIA
Registered Investment Advisory firm - (1/3/2017 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
6484 South Quebec Street, Centennial, CO 80111
Mailing Address
Phone number
(720) 414-5412
Established
Firm type
Fiscal year end
# of Employees
48
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,385 |
| AUM (Assets Under Management) | $ 1,415,526,316 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GPS WEALTH STRATEGIES GROUP, LLC
CRD#: 285507Centennial, CO 80111TRUST BUT VERIFY
Monitor Jeffrey Gore
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
