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Jeffrey Lawrence Gibbons

RIA Advisory Group, LLC

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About Jeffrey Lawrence Gibbons

Jeffrey Lawrence Gibbons is an investment advisor representative who has been in the industry for over 28 years. Currently, Jeffrey is registered with RIA Advisory Group, LLC and is located in Ames, Iowa. Jeffrey has previously worked with LPL FINANCIAL LLC, U.S. BANCORP PIPER JAFFRAY INC., EDWARD JONES, NEW ENGLAND SECURITIES, BRENTON BROKERAGE SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.

Firm Information

Jeffrey Gibbons is currently registered with RIA Advisory Group, LLC. RIA Advisory Group, LLC is an investment advisor based in DES MOINES, IA. They manage $398,868,182 in regulatory assets under management for 2,799 clients. The firm specializes in portfolio management for individuals. They have 15 licensed agents and 24 investment adviser representatives.
RIA Advisory Group, LLC

500 SW 7TH STREET

DES MOINES, IA 50309

$398.87M

Assets Under Management

29

Total Clients

19

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Gibbons’s Registration & Firm History

IA

09/18/2017 - Present

RIA Advisory Group, LLC (Ames IA)

IA

09/24/2003 - 09/22/2016

LPL FINANCIAL LLC (AMES IA)

MN

09/22/2000 - 10/03/2003

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

MO

12/06/1994 - 09/29/2000

EDWARD JONES (ST. LOUIS MO)

NY

08/17/1990 - 06/11/1996

NEW ENGLAND SECURITIES (NEW YORK NY)

MN

04/26/1994 - 12/13/1994

BRENTON BROKERAGE SERVICES, INC. (PLYMOUTH MN)

MN

09/29/1989 - 08/14/1990

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/29/1989 - 08/14/1990

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 02/22/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/1994

Series 7 - General Securities Representative Examination

BC

Issued 09/28/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeffrey Lawrence Gibbons. Review regulatory record here.
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