JG
Jeffrey D. Gorsline
EVERGREEN WEALTH MANAGEMENT
Williamston, MI 48895
Some features on this profile are disabled
CRD#: 3239000
JG
Professional summary
Jeffrey Dale Gorsline, who also goes by Jeff Dale Gorsline, Jeff Gorsline, is a registered financial advisor currently at EVERGREEN WEALTH MANAGEMENT, LLC located in Williamston, Michigan.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Dale Gorsline | Jeff Gorsline
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.
JEFFREY DALE GORSLINE SPENDS 15 HOURS PER WEEK OF HIS TIME ON THOSE ACTIVITIES. Jeffrey Dale Gorsline is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. EWM always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of EWM in connection with such individual's activities outside of EWM. Evergreen Capital Funds, LLC; investment related: Yes; Location of the business: 27121 Oakmead Dr. Suite B. Perrysburg, OH 43551; Description of the business: Evergreen Capital Funds, LLC is the general partner to the Evergreen Capital Appreciation, LP. The Hedge Fund is structured as a Private Investment Partnership. The partnership's objective is to achieve a long-term capital appreciation for investors. The Partnership seeks to achieve this objective by investing the Partnership's assets based on the general principles of value investing. The Partnership is not registered as an investment company under the Investment Company Act of 1940, as amended (the "Investment Company Act"), in reliance upon Section 3(c)(1) thereof.; Position Title: Managing Member, General Partner; Responsibilities Duties: General Partner is primarily responsible for the management of the Partnership.; Start date with business: 01/2021; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. Evergreen Property Holdings, LLC, 319 W. Grand River Ave., Williamston, MI 48895; Title: Owner/Managing Partner; Start Date: 12/28/2011; Investment related: No; EPH does NOT account for 10% of my time or income. Cedar Run Williamston Homeowners Association; Treasurer; business investment related: No; P.O. Box 453 Williamston MI 48895; Description of the business: Cedar Run Williamston Homeowners Association. Determine minor operations of the Homeowners Association; Responsibilities Duties: Send out Homeowner's dues annually and pay all expenses; Start date with business: 2024-08-01. Williamston Tennis Boosters - Treasurer; Non Investment Related; Location: 319 W. Grand River Ave. Williamston MI 48895; Description: The Williamston Tennis Boosters operates on about $6,500.00 per year and raises around $6,500 to $9,000 per year as a 501c3 Non-Profit Organization. I serve as the Treasurer and take care of all donations and expenses. I have access to the current balance of about $15,000.00 to be used ONLY for the needs of the Tennis Program; Responsibilities Duties: Finances; Start date: 2024-08-14; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Emily Bouck.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Dale Gorsline'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 28, 2015 - Present
EVERGREEN WEALTH MANAGEMENT, LLC
Office #1: 319 W Grand River Ave, Williamston, MI 48895RIA
CRD#: 174090
Williamston, MI
Past
August 19, 2011 - April 3, 2015
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
WILLIAMSTON, MI
Past
August 15, 2011 - April 3, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
WILLIAMSTON, MI
Past
May 18, 2010 - August 16, 2011
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
WILLIAMSTON, MI
Past
June 18, 2004 - August 16, 2011
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
WILLIAMSTON, MI
Past
January 26, 2004 - May 6, 2004
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
Past
July 14, 1999 - January 7, 2004
HANTZ FINANCIAL SERVICES, INC.
BD
CRD#: 46047
SOUTHFIELD, MI
Past
July 7, 1999 - July 15, 1999
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
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".
EW
EVERGREEN WEALTH MANAGEMENT, LLC
EVERGREEN WEALTH MANAGEMENT | HANLEY, STEPHEN | EVERGREEN WEALTH MANAGEMENT, LLC
CRD#: 174090 / SEC#: 801-125737
RIA
Registered Investment Advisory firm - (5/27/2022 Approved)Florida
Registered Investment Advisory firm - (6/20/2022 Terminated)Michigan
Registered Investment Advisory firm - (6/30/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/21/2022 Terminated)Texas
Registered Investment Advisory firm - (6/20/2022 Terminated)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.Highlighted states indicate IAR registrations
IAR
Florida(4/26/2019)
IAR
Michigan(1/28/2015)
IAR
Texas(3/10/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EW
EVERGREEN WEALTH MANAGEMENT, LLC
EVERGREEN WEALTH MANAGEMENT | HANLEY, STEPHEN | EVERGREEN WEALTH MANAGEMENT, LLC
CRD#: 174090 / SEC#: 801-125737
RIA
Registered Investment Advisory firm - (5/27/2022 Approved)Florida
Registered Investment Advisory firm - (6/20/2022 Terminated)Michigan
Registered Investment Advisory firm - (6/30/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/21/2022 Terminated)Texas
Registered Investment Advisory firm - (6/20/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
319 W Grand River Ave, Williamston, MI 48895
Mailing Address
Phone number
(517) 655-2118
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,458 |
| AUM (Assets Under Management) | $ 211,031,724 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
