JG
Jeffrey D. Girard
GIBBS WEALTH MANAGEMENT
NEWHALL, CA 91321
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CRD#: 7987456
JG
Professional summary
Jeffrey Dale Girard is a registered financial advisor currently at GIBBS WEALTH MANAGEMENT, LLC located in Newhall, California.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jeffrey has worked at 1 firm 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.
TFS FINANCIAL INSURANCE SERVICES - START DATE 04/2022. INVESTMENT RELATED. POSITION TITLE: ADMINISTRATIVE ASSISTANT. APPROXIMATELY 40 HOURS PER WEEK. LOCATED AT 24322 MAIN STREET, NEWHALL, ca 91321
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Dale Girard'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®
NoneExperience
Current
September 24, 2024 - Present
GIBBS WEALTH MANAGEMENT, LLC
Office #1: 24322 Main Street, Newhall, CA 91321Office #2: 450 N. Brand Blvd #600, Glendale, CA 91203Office #3: 2655 First Street #250, Sim Valley, CA 93065RIA
CRD#: 281621
NEWHALL, CA
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".
GW
GIBBS WEALTH MANAGEMENT, LLC
360 WEALTH MANAGEMENT, LLC | WEALTHFUL FINANCIAL GROUP, INC. | TW WEALTH MANAGEMENT | TURNEY WEALTH MANAGEMENT, LLC | TOTAL FINANCIAL WEALTH MANAGEMENT | TEAM N&L WEALTH MANAGEMENT | SYNERGIST PRIVATE WEALTH | SUNCREST WEALTH ADVISORS, LLC | STRATEGIC WEALTH ASSET MANAGEMENT, LLC | SRS WEALTH MANAGEMENT | SMART WEALTH MANAGEMENT | SBC WEALTH MANAGEMENT | ROSE FINANCIAL MANAGEMENT | RETIREMENT PLANNERS OF TEXAS | RETALLICK WEALTH MANAGEMENT | REISING FINANCIAL | PRESERVATION FINANCIAL GROUP | MUNDT WEALTH MANAGEMENT | MTD WEALTH MANAGEMENT | MITCHELL WEALTH MANAGEMENT, LLC | MIPRO WEALTH MANAGEMENT | MESSINA'S WEALTH MANAGEMENT | MARATHON GROUP WEALTH MANAGEMENT | LEGACY GROUP WEALTH MANAGEMENT | LEGACY 360 WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT | INVESTSAFE FINANCIAL | INTEGRITY PRIVATE WEALTH, LLC | HYBRID WEALTH MANAGEMENT | HARPER WEALTH MANAGEMENT | GRIMES FINANCIAL GROUP | GREAT LAKES WEALTH MANAGEMENT, LLC | GREAT LAKES WEALTH MANAGEMENT | GRADY GROUP INC. | GIBBS WEALTH MANAGEMENT, LLC | FUTURE FOCUS WEALTH MANAGEMENT | FLYING EAGLE FINANCIAL | FINANCIAL RESOURCES GROUP | FINANCIAL ALLIANCE & INSURANCE SOLUTIONS | FDT WEALTH MANAGEMENT, INC. | FAIRBRIDGE CAPITAL MANAGEMENT | EVERGREEN TEAM WEALTH MANAGEMENT, LLC | DIVERSIFIED WEALTH MANAGEMENT | COSAINT ADVISORS, LLC | CORNERSTONE WEALTH & TAX ADVISORY GROUP | COMPASS WEALTH MANAGEMENT | BILL SMITH WEALTH MANAGEMENT, LLC | BEACON WEALTH MANAGEMENT | BAKER RICHARDS WEALTH MANAGEMENT | AMERICAN PRINCIPAL WEALTH MANAGEMENT | ALLEN WEALTH & ASSET MANAGEMENT | ABSOLUTE WEALTH MANAGEMENT, LLC
CRD#: 281621 / SEC#: 801-123227
RIA
Registered Investment Advisory firm - (2/15/2022 Approved)California
Registered Investment Advisory firm - (3/23/2022 Terminated)Florida
Registered Investment Advisory firm - (2/21/2022 Terminated)Georgia
Registered Investment Advisory firm - (3/18/2022 Terminated)Idaho
Registered Investment Advisory firm - (2/21/2022 Terminated)Illinois
Registered Investment Advisory firm - (3/9/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/22/2022 Terminated)Iowa
Registered Investment Advisory firm - (2/22/2022 Terminated)Nevada
Registered Investment Advisory firm - (3/21/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/22/2022 Terminated)Ohio
Registered Investment Advisory firm - (2/21/2022 Terminated)Texas
Registered Investment Advisory firm - (2/21/2022 Terminated)Utah
Registered Investment Advisory firm - (2/22/2022 Terminated)Virginia
Registered Investment Advisory firm - (2/23/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (2/21/2022 Terminated)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(9/24/2024)
Current Firm
GW
GIBBS WEALTH MANAGEMENT, LLC
360 WEALTH MANAGEMENT, LLC | WEALTHFUL FINANCIAL GROUP, INC. | TW WEALTH MANAGEMENT | TURNEY WEALTH MANAGEMENT, LLC | TOTAL FINANCIAL WEALTH MANAGEMENT | TEAM N&L WEALTH MANAGEMENT | SYNERGIST PRIVATE WEALTH | SUNCREST WEALTH ADVISORS, LLC | STRATEGIC WEALTH ASSET MANAGEMENT, LLC | SRS WEALTH MANAGEMENT | SMART WEALTH MANAGEMENT | SBC WEALTH MANAGEMENT | ROSE FINANCIAL MANAGEMENT | RETIREMENT PLANNERS OF TEXAS | RETALLICK WEALTH MANAGEMENT | REISING FINANCIAL | PRESERVATION FINANCIAL GROUP | MUNDT WEALTH MANAGEMENT | MTD WEALTH MANAGEMENT | MITCHELL WEALTH MANAGEMENT, LLC | MIPRO WEALTH MANAGEMENT | MESSINA'S WEALTH MANAGEMENT | MARATHON GROUP WEALTH MANAGEMENT | LEGACY GROUP WEALTH MANAGEMENT | LEGACY 360 WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT | INVESTSAFE FINANCIAL | INTEGRITY PRIVATE WEALTH, LLC | HYBRID WEALTH MANAGEMENT | HARPER WEALTH MANAGEMENT | GRIMES FINANCIAL GROUP | GREAT LAKES WEALTH MANAGEMENT, LLC | GREAT LAKES WEALTH MANAGEMENT | GRADY GROUP INC. | GIBBS WEALTH MANAGEMENT, LLC | FUTURE FOCUS WEALTH MANAGEMENT | FLYING EAGLE FINANCIAL | FINANCIAL RESOURCES GROUP | FINANCIAL ALLIANCE & INSURANCE SOLUTIONS | FDT WEALTH MANAGEMENT, INC. | FAIRBRIDGE CAPITAL MANAGEMENT | EVERGREEN TEAM WEALTH MANAGEMENT, LLC | DIVERSIFIED WEALTH MANAGEMENT | COSAINT ADVISORS, LLC | CORNERSTONE WEALTH & TAX ADVISORY GROUP | COMPASS WEALTH MANAGEMENT | BILL SMITH WEALTH MANAGEMENT, LLC | BEACON WEALTH MANAGEMENT | BAKER RICHARDS WEALTH MANAGEMENT | AMERICAN PRINCIPAL WEALTH MANAGEMENT | ALLEN WEALTH & ASSET MANAGEMENT | ABSOLUTE WEALTH MANAGEMENT, LLC
CRD#: 281621 / SEC#: 801-123227
RIA
Registered Investment Advisory firm - (2/15/2022 Approved)California
Registered Investment Advisory firm - (3/23/2022 Terminated)Florida
Registered Investment Advisory firm - (2/21/2022 Terminated)Georgia
Registered Investment Advisory firm - (3/18/2022 Terminated)Idaho
Registered Investment Advisory firm - (2/21/2022 Terminated)Illinois
Registered Investment Advisory firm - (3/9/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/22/2022 Terminated)Iowa
Registered Investment Advisory firm - (2/22/2022 Terminated)Nevada
Registered Investment Advisory firm - (3/21/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/22/2022 Terminated)Ohio
Registered Investment Advisory firm - (2/21/2022 Terminated)Texas
Registered Investment Advisory firm - (2/21/2022 Terminated)Utah
Registered Investment Advisory firm - (2/22/2022 Terminated)Virginia
Registered Investment Advisory firm - (2/23/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (2/21/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3980 Old Milton Parkway, Alpharetta, GA 30005
Mailing Address
Phone number
(678) 694-8770
Established
Firm type
Fiscal year end
# of Employees
126
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,460 |
| AUM (Assets Under Management) | $ 639,157,693 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GIBBS WEALTH MANAGEMENT, LLC
CRD#: 281621Newhall, CA 91321TRUST BUT VERIFY
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