Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Perry Gossett

Dempsey Lord Smith, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Perry Gossett

Jonathan Gossett is a financial advisor registered with Dempsey Lord Smith, LLC and has been in the industry since January 6, 1991. Jonathan is a registered representative in 12 states and also holds an active Investment Advisor Representative registration in Georgia. Jonathan is a registered Investment Advisor Representative with Dempsey Lord Smith, LLC, which is a firm that specializes in providing investment advice to individuals and families. Jonathan is registered to provide financial planning and investment advice to individuals and families. Jonathan is also registered to provide investment advice to businesses. Dempsey Lord Smith, LLC has a total of 3,106 accounts under management with assets totaling $585,613,076.

Firm Information

Jonathan Gossett is currently registered with Dempsey Lord Smith, LLC. Dempsey Lord Smith, LLC is a Limited Liability Company formed in Georgia in 2006. The firm provides financial planning and portfolio management services to individuals, families, and pension and profit-sharing plans. They are registered with the SEC and in all 50 states, plus Puerto Rico and the Virgin Islands. The firm's regulatory assets under management total over $585 million across 3,106 accounts. Dempsey Lord Smith, LLC also participates in wrap fee programs.
Dempsey Lord Smith, LLC

901 N BROAD STREET

ROME, GA 30161

$585.61M

Assets Under Management

1,675

Total Clients

89

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Gossett’s Registration & Firm History

GA

05/19/2011 - Present

Dempsey Lord Smith, LLC (RINGGOLD GA)

GA

01/07/1991 - 04/25/2011

AMERIPRISE FINANCIAL SERVICES, INC. (RINGGOLD GA)

MN

01/07/1991 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Jonathan Perry Gossett is right for you?

Licenses & Designations

IA

Issued 04/29/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Perry Gossett.
Not sure if Jonathan Perry Gossett is right for you?