Jeffrey L. Gove

STONEBRIDGE WEALTH SYSTEMS LLC

KEARNEY, NE 68847

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CRD#: 5490359

Professional summary

Jeffrey L Gove, who also goes by Jeffrey L Gove, is a registered financial advisor currently at STONEBRIDGE WEALTH SYSTEMS LLC located in Kearney, Nebraska.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey L Gove

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) 01/2013 - PRESENT, STONEBRIDGE INSURANCE AND WEALTH MANAGEMENT, 3000 2ND AVE STE 204, KEARNEY. NE. INSURANCE AGENT, 40 HOURS PER WEEK (30/WEEK DURING TRADING HOURS) 2) 03/2013 - PRESENT, GK DISTRIBUTORS LLC, 3800 A AVE, STE C KEARNEY, NE 68847, PART OWNER/BUILDING OWNERSHIP, HOURS DEDICATED: 1/WEEK (0/WEEK DURING TRADING HOURS) 3) American Financial Education Alliance, not investment related, 3800 Av. A Ste C Kearney, NE 68847, educational, volunteer representative, 8 hrs per month zero during trading, teaching classes on Social Security and other retirement topics

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey L Gove'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®

None

Experience

Current

October 12, 2023 - Present

STONEBRIDGE WEALTH SYSTEMS LLC

Office #1: 108 1st Avenue Place, Kearney, NE 68847

RIA

CRD#: 327894

KEARNEY, NE

Past

August 22, 2014 - November 29, 2023

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

KEARNEY, NE

Past

April 28, 2014 - August 20, 2014

CONCORDE ASSET MANAGEMENT, LLC

RIA

CRD#: 140367

KEARNEY, NE

Past

January 2, 2013 - August 20, 2014

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

KEARNEY, NE

Past

January 20, 2012 - January 15, 2013

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

KEARNEY, NE

Past

February 18, 2011 - December 31, 2011

RP CAPITAL LLC

CRD#: 134768

KEARNEY, NE

Past

February 20, 2008 - March 3, 2011

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

KEARNEY, NE

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".

STONEBRIDGE WEALTH SYSTEMS LLC

STONEBRIDGE WEALTH SYSTEMS LLC | STONEBRIDGE WEALTH, LLC

CRD#: 327894 / SEC#: 801-128877

RIA

Registered Investment Advisory firm - (10/12/2023 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

Nebraska
(11/29/2023)

IAR

Texas
(10/12/2023)

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: 4/21/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/28/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/6/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/19/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STONEBRIDGE WEALTH SYSTEMS LLC

STONEBRIDGE WEALTH SYSTEMS LLC | STONEBRIDGE WEALTH, LLC

CRD#: 327894 / SEC#: 801-128877

RIA

Registered Investment Advisory firm - (10/12/2023 Approved)

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Contact information

Main Address

108 1st Avenue Place, Kearney, NE 68847

Mailing Address

Phone number

(308) 698-0144

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (7/2/2025)

Regulatory assets under management

Total Number of Accounts	2,152
AUM (Assets Under Management)	$ 276,013,268

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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Advisor Monitoring

Firm Stability Insights

Jeffrey L. Gove

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey L Gove's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

CONCORDE ASSET MANAGEMENT, LLC

CONCORDE INVESTMENT SERVICES, LLC

J.P. TURNER & COMPANY, L.L.C.

RP CAPITAL LLC

J.P. TURNER & COMPANY, L.L.C.

Primary Firm SEC Registration

STONEBRIDGE WEALTH SYSTEMS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2014

Series 63

Date: 2/28/2008

Series 7

Date: 1/6/2009

Series 6

Date: 2/19/2008

Current Firm

STONEBRIDGE WEALTH SYSTEMS LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONEBRIDGE WEALTH SYSTEMS LLC

TRUST BUT VERIFY

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