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Jeffrey Morris Gater

Allstate Financial Advisors, LLC

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About Jeffrey Morris Gater

Jeffrey Gater has been in the financial industry since March 20, 1990. Currently, Jeffrey Gater is registered with Allstate Financial Advisors, LLC as a Registered Representative in the state of Florida. Jeffrey Gater is also a Registered Investment Advisor in Florida.

Firm Information

Jeffrey Gater is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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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selection of other advisors

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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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other

Third party advisory fees

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Jeffrey Gater’s Registration & Firm History

FL

06/07/2019 - Present

Allstate Financial Advisors, LLC (Panama City FL)

CO

10/10/2011 - 06/29/2017

ENVOY SECURITIES, LLC (COLORADO SPRINGS CO)

CO

10/03/2007 - 09/02/2011

LINCOLN INVESTMENT (COLORADO SPRINGS CO)

CO

07/17/2006 - 05/21/2007

FIXED INCOME SECURITIES, LP (MONUMENT CO)

CO

04/24/1996 - 07/19/2006

H&R BLOCK FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

MN

11/19/1990 - 01/27/1992

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/19/1990 - 01/27/1992

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

CO

07/24/1985 - 11/19/1990

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

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Licenses & Designations

IA

Issued 11/27/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/27/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 04/22/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Morris Gater.
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