Jeffrey W. Ivory

GAINPLAN LLC

Bloomfield Hills, MI 48302

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CRD#: 4849910

Professional summary

Jeffrey Wilson Ivory, CFP® is a registered financial advisor currently at GAINPLAN LLC located in Bloomfield Hills, Michigan.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. 03/27/2006 - NON-VARIABLE INSURANCE / TRADITIONAL FIXED INSURANCE PRODUCTS - LIFE INSURANCE, LONG-TERM CARE INSURANCE, HEALTH INSURANCE, FIXED ANNUITIES. LIFE INSURANCE. / 20% OF TIME SPENT. 2. 11/06/2007 - OTHER-TEACHER/INSTRUCTOR / TEACHING A SERIES OF FINANCIAL CLASSES TO INDIVIDUALS TRANSITIONING FROM THEIR CURRENT EMPLOYER. THIS IS STRICTLY A TEACHING POSITION, THERE WILL BE ABSOLUTELY NO CLIENT SALES OR ACQUISITION DURING THESE CLASSES. / 1% OF TIME SPENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Wilson Ivory's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

May 5, 2015 - Present

GAINPLAN LLC

Office #1: 800 W. Long Lake Road Suite 100, Bloomfield Hills, MI 48302

RIA

CRD#: 174427

Bloomfield Hills, MI

Past

November 25, 2008 - May 8, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

BINGHAM FARMS, MI

Past

March 27, 2006 - May 8, 2015

LPL FINANCIAL LLC

CRD#: 6413

BINGHAM FARMS, MI

Past

September 27, 2004 - February 28, 2006

CIG SECURITIES

CRD#: 129864

SOUTHFIELD, MI

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".

GAINPLAN LLC

GAINPLAN LLC | J. IVORY, LLC

CRD#: 174427 / SEC#: 801-81166

RIA

Registered Investment Advisory firm - (4/1/2015 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.

Highlighted states indicate IAR registrations

IAR

Michigan
(5/5/2015)

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

State Security Law Exam

IAR

Series 65

Date: 11/21/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/12/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/8/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/24/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 12/3/2005

Municipal Securities Principal Examination

Current Firm

GAINPLAN LLC

GAINPLAN LLC | J. IVORY, LLC

CRD#: 174427 / SEC#: 801-81166

RIA

Registered Investment Advisory firm - (4/1/2015 Approved)

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Contact information

Main Address

800 W. Long Lake Road Suite 100, Bloomfield Hills, MI 48302

Mailing Address

Phone number

(248) 385-3737

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	1,765
AUM (Assets Under Management)	$ 478,464,901

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.

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Firm Stability Insights

Jeffrey W. Ivory

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Wilson Ivory's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CIG SECURITIES

Primary Firm SEC Registration

GAINPLAN LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2008

Series 63

Date: 11/12/2004

SIE

Date: 5/8/2015

Series 7

Date: 9/24/2004

Series 53

Date: 12/3/2005

Current Firm

GAINPLAN LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GAINPLAN LLC

TRUST BUT VERIFY

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