Jeffrey J. Fiore

YOUR CHOICE FINANCIAL LLC

Las Vegas, NV 89146

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CRD#: 7020670

Professional summary

Jeffrey John Fiore is a registered financial advisor currently at YOUR CHOICE FINANCIAL LLC located in Las Vegas, Nevada.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jeffrey has worked at 3 firms and has passed the Series 65 exam.

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.

I have an independent distributorship with Herbalife International. It is passive income at this point. I am not actively building that business anymore. Mr. Jeffrey Fiore Uses as FIORE WEALTH MANAGEMENT GROUP as a DBA for his insurance and activities. Inv rel: Y Add: 6600 W Charleston Blvd Suite 119 Las Vegas, NV 89146 Nature: Life & Health & Fixed Annuities Insurance Position: Owner Start date: 08/ 2015 No. HR/MO: 48 No. HR/MO during sec trading: 12.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey John Fiore'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

November 9, 2022 - Present

YOUR CHOICE FINANCIAL LLC

Office #1: 6600 W Charleston Blvd Suite 119, Las Vegas, NV 89146

RIA

CRD#: 321169

Las Vegas, NV

Past

December 4, 2020 - July 28, 2022

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Las Vegas, NV

Past

September 17, 2018 - November 25, 2020

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

ARDEN HILLS, MN

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

California
(6/13/2023)

IAR

Nevada
(11/9/2022)

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: 7/16/2018

Uniform Investment Adviser Law Examination

Current Firm

YOUR CHOICE FINANCIAL LLC

FIORE WEALTH MANAGEMENT GROUP | YOUR CHOICE FINANCIAL LLC | TERRY MORTON WEALTH ADVISORS LLC

CRD#: 321169 / SEC#:

Alabama

Registered Investment Advisory firm - (1/26/2024 Approved)

California

Registered Investment Advisory firm - (6/13/2023 Approved)

Connecticut

Registered Investment Advisory firm - (6/6/2024 Approved)

Florida

Registered Investment Advisory firm - (5/26/2022 Approved)

Maine

Registered Investment Advisory firm - (6/23/2025 Approved)

Nevada

Registered Investment Advisory firm - (11/1/2022 Approved)

New York

Registered Investment Advisory firm - (6/14/2022 Approved)

Texas

Registered Investment Advisory firm - (6/23/2022 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (9/18/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

St. Cloud, FL

Mailing Address

6900 Tavistock Lakes Blvd. Suite 400, Orlando, FL 32827

Phone number

(407) 863-1889

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	185
AUM (Assets Under Management)	$ 36,986,017

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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Jeffrey J. Fiore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey John Fiore's CRS (Customer Relationship Summary).

Certified licenses

Experience

YOUR CHOICE FINANCIAL LLC

HORTER INVESTMENT MANAGEMENT, LLC

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/16/2018

Current Firm

YOUR CHOICE FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

YOUR CHOICE FINANCIAL LLC

TRUST BUT VERIFY

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