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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alexander Gibson is a financial advisor with over 2 years of experience in the financial services industry. Jeffrey Alexander Gibson has a Series 7TO, Series 66, and SIE. Currently, Jeffrey Alexander Gibson is registered with Edward Jones. Before that, Jeffrey Alexander Gibson was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from August 2022 to October 2023. Edward Jones is a well-established financial services firm with a strong reputation for providing investment and financial planning services to individual and institutional clients. Jeffrey Alexander Gibson specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
VA
06/21/2024 - Present
Edward Jones (FAIRFAX VA)
VA
08/22/2022 - 10/25/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ARLINGTON VA)
BOTH
Issued 10/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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