Margaret J. Gore

GLEN EAGLE ADVISORS

Kingston, NJ 08528-0399

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CRD#: 5963509

Professional summary

Margaret Jane Gore, who also goes by Margaret Jane Field, Jane F Gore, Jane Field Gore, Margaret Jane Gore, is a registered financial advisor currently at GLEN EAGLE ADVISORS, LLC located in Kingston, New Jersey and GLEN EAGLE WEALTH, LLC located in Kingston, New Jersey.

Margaret is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Margaret has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Margaret Jane Field | Jane F Gore | Jane Field Gore | Margaret Jane 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) MS. GORE is an Insurance Agent and SELLS INSURANCE THROUGH Glen Eagle Wealth, LLC (2) Ms. Gore is an Investment Advisor Representative with Glen Eagle Advisors, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Jane Gore'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

February 1, 2019 - Present

GLEN EAGLE ADVISORS, LLC

Office #1: 4422c Route 27, Kingston, NJ 08528-0399

RIA

CRD#: 282920

Kingston, NJ

Current

February 1, 2019 - Present

GLEN EAGLE WEALTH, LLC

Office #1: 4422c Route 27, Kingston, NJ 08528-0399

CRD#: 124504

Kingston, NJ

Past

December 26, 2018 - February 1, 2019

SUMMIT FINANCIAL, LLC

RIA

CRD#: 299322

Parsippany, NJ

Past

September 19, 2018 - February 1, 2019

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Kingston, NJ

Past

March 29, 2016 - September 20, 2018

SUMMIT FINANCIAL RESOURCES INC

RIA

CRD#: 104990

Parsippany, NJ

Past

March 28, 2016 - December 27, 2018

SUMMIT EQUITIES, INC.

RIA

CRD#: 11039

KINGSTON, NJ

Past

March 24, 2016 - September 19, 2018

SUMMIT EQUITIES, INC.

CRD#: 11039

KINGSTON, NJ

Past

January 21, 2015 - May 2, 2016

INSIGHT PRIVATE ADVISORS, LLC

RIA

CRD#: 169017

FLEMINGTON, NJ

Past

August 2, 2013 - October 28, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

BRIDGEWATER, NJ

Past

July 25, 2013 - April 20, 2016

LPL FINANCIAL LLC

CRD#: 6413

BRIDGEWATER, NJ

Past

January 27, 2012 - May 23, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PRINCETON, NJ

Past

October 19, 2011 - May 23, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PRINCETON, NJ

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".

GLEN EAGLE ADVISORS, LLC

ALOOOLA | GLEN EAGLE ADVISORS, LLC

CRD#: 282920 / SEC#: 801-79298

RIA

Registered Investment Advisory firm - (3/10/2014 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.

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

New Jersey
(2/1/2019)

IAR

New Jersey
(2/4/2019)

North Carolina
(2/1/2019)

IAR

North Carolina
(2/1/2019)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/26/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/18/2011

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

GLEN EAGLE ADVISORS, LLC

ALOOOLA | GLEN EAGLE ADVISORS, LLC

CRD#: 282920 / SEC#: 801-79298

RIA

Registered Investment Advisory firm - (3/10/2014 Approved)

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Contact information

Main Address

4422c Route 27, Kingston, NJ 08528-0399

Mailing Address

4422c Route 27 P.o. Box 399, Kingston, NJ 08528-0399

Phone number

(609) 631-8231

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLEN EAGLE ADV PART II BROCHURE 2024 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	3,251
AUM (Assets Under Management)	$ 880,510,942

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

Margaret J. Gore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Jane Gore's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLEN EAGLE WEALTH, LLC

SUMMIT FINANCIAL, LLC

PURSHE KAPLAN STERLING INVESTMENTS

SUMMIT FINANCIAL RESOURCES INC

SUMMIT EQUITIES, INC.

SUMMIT EQUITIES, INC.

INSIGHT PRIVATE ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

GLEN EAGLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/26/2012

SIE

Date: 10/1/2018

Series 7

Date: 10/18/2011

FINRA

Nasdaq Stock Market

Current Firm

GLEN EAGLE ADVISORS, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLEN EAGLE ADVISORS, LLC

TRUST BUT VERIFY

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