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Jeffrey Bryant Gass

Sami Brokerage LLC

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About Jeffrey Bryant Gass

Jeffrey Bryant Gass is a financial professional with over 30 years of experience in the industry. He is currently registered with Sami Brokerage LLC and has previously held positions with WELLS FARGO SECURITIES, LLC, WACHOVIA SECURITIES, LLC, PRINCIPAL FINANCIAL SECURITIES, INC. and PIPER JAFFRAY INC. Jeffrey holds several licenses including Series 7, 24, 55, 63, 79TO, 99TO, and SIE. Jeffrey is dedicated to providing his clients with personalized financial advice and guidance.

Firm Information

Jeffrey Gass is currently registered with Sami Brokerage LLC. Sami Brokerage LLC is a Limited Liability Company formed in November 2018 and approved to operate in 18 states, including California, Connecticut, Delaware, Florida, Georgia, Illinois, Iowa, Kentucky, Minnesota, Mississippi, Nebraska, New York, Pennsylvania, Texas, Virginia, Wisconsin, and Wyoming. The firm is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffrey Gass’s Registration & Firm History

CT

04/05/2024 - Present

Sami Brokerage LLC (STAMFORD CT)

NC

07/01/2003 - 10/24/2023

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

MO

01/30/1998 - 07/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

TX

10/10/1995 - 02/09/1998

PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)

MN

03/31/1992 - 10/24/1995

PIPER JAFFRAY INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 04/16/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/24/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Bryant Gass.
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