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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 Allen Gump is a financial advisor with over 23 years of experience in the industry. Jeffrey is currently registered with Choreo, LLC, a registered investment advisor headquartered in Rockford, IL. Jeffrey specializes in providing a wide range of financial services, including investment advice, financial planning, and retirement planning.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
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2
IL
01/27/2023 - Present
Choreo, LLC (ROCKFORD IL)
VA
09/17/2010 - 10/17/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (VIRGINIA BEACH VA)
VA
02/29/2008 - 09/27/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (VIRGINIA BEACH VA)
VA
05/25/1999 - 03/14/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (VIRGINIA BEACH VA)
IA
Issued 06/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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