Jeffrey
Dore

Evoke Advisors

CRD#4568096
Investment Advisor
in Los Angeles, CA

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About this Advisor

Jeffrey Dore is a certified financial planner working out of Los Angeles, California with a total of 4 years of industry experience. Dore is an employee of Evoke Advisors. Throughout their career, they have worked at First Republic Securities Company, LLC, First Republic Investment Management, Inc and Evoke Wealth, LLC. Dore has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in California. Evoke Advisors is an advisory business that has its headquarters in Los Angeles, CA. The company has offices in two locations and a total of 46 employees. It has $10 billion in assets across its 8,511 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 12 charitable organizations. Of its 8,511 client accounts, 88% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules are based on which services the firm provides the client. However, fee types charged by Evoke Advisors can be comprised of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

10635 Santa Monica Blvd. Suite 240
Los Angeles, CA 90025

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Evoke Advisors Brokerage Details

Total Assets Under Management

$10,205,202,435

CA Average: $7,578,581,321
Total Number of Employees

46

CA Average: 43
Total Number of Accounts

8,511

CA Average: 3,727
Average Account Size

$1,199,060

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeffrey Dore Work History

Jeffrey has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Evoke Wealth, LLC

2017 - 2019 (2 years)

First Republic Securities Company, LLC

2017 - 2019 (2 years)

First Republic Investment Management, Inc

2013 - 2017 (4 years)

First Republic Securities Company, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Dore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Evoke Advisors

Monika Mugg
Los Angeles, CA
Jeffrey Dore
Los Angeles, CA
Mark Sear
Los Angeles, CA
Han Dong
Los Angeles, CA
David Hou
Los Angeles, CA
Kim Ip
Los Angeles, CA
Peter Chang
Los Angeles, CA
Jason Lefton
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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