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JG

Jacob J. Gohr

BRINKER CAPITAL SECURITIES
Omaha, NE 68130
Some features on this profile are disabled
CRD#: 6848183
JG
Jacob John GohrBRINKER CAPITAL SECURITIES

Professional summary

Jacob John Gohr is a registered financial professional currently at BRINKER CAPITAL SECURITIES, LLC located in Omaha, Nebraska.

Jacob is registered as a RR (Registered Representative) and started their career in finance in 2017. Jacob has worked at 2 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jacob John Gohr'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®
None

Experience

Current

July 11, 2022 - Present

BRINKER CAPITAL SECURITIES, LLC

Office #1: 17605 Wright Street, Omaha, NE 68130
BD
CRD#: 38123
Omaha, NE
Past

October 6, 2017 - July 17, 2020

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Nebraska
(7/11/2022)

Exams

What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 10/16/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Status Unavailable
Passed: 3/15/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Status Unavailable
Passed: 10/6/2017
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Status Unavailable
Passed: 12/3/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BC
BRINKER CAPITAL SECURITIES, LLC
BRINKER CAPITAL SECURITIES, INC. | BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123 / SEC#: , 8-48110

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
1000 Continental Drive Suite 500, King Of Prussia, PA 19406
Mailing Address
1000 Continental Drive Suite 250, King Of Prussia, PA 19406
Phone number
(800) 333-4573
Established
Delaware since 09/23/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
BRINKER CAPITAL HOLDINGS, LLC.HOLDING COMPANY
AUDRAIN, MARK ANDREWPRESIDENT/CEO, CCO, AND PRINCIPAL OPERATIONS OFFICER7046010
PETERS, REID THOMASPRINCIPAL FINANCIAL OFFICER & FINOP5008608

Disclosures

Regulatory Event1
Arbitration1

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Company Information

BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123Omaha, NE 68130

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