Jeffrey
Dore

First Republic Investment Management, Inc

CRD#4568096
Investment Advisor
in Los Angeles, CA
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About this Advisor

Jeffrey Dore is a certified financial planner who lives in Los Angeles, California. Currently a registered investment advisor with First Republic Investment Management, Inc, they have accumulated 10 years of professional experience in the financial advisory industry. Dore maintains Series 63 and Series 66 licenses, which designate the advisor as a securities broker. Dore is registered to serve investors in California, Florida, Colorado, Connecticut and Texas. Throughout their career, they have worked at Luminous Capital, LLC, First Republic Securities Company, LLC and First Republic Investment Management, Inc. First Republic Investment Management, Inc is headquartered in Los Angeles, California, and has 17 other offices across the nation. Overall, First Republic Investment Management, Inc oversees $74 billion in assets dispersed across 42,420 accounts and employs more than 495 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. The firm manages 40,287 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 11% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. First Republic Investment Management, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees, Others

Disclosures

No

Office Location

1888 Century Park East, 3Rd Floor
Los Angeles, CA 90067

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$74,035,901,610

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

495

CA Average: 43
Total Number of Accounts

42,420

CA Average: 3,727
Average Account Size

$1,745,306

CA Average: $2,033,427

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Investment Advisory Services

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

Jeffrey Dore Work History

Jeffrey has 10 years of experience.

2017 - Present (2 years)

First Republic Investment Management, Inc

2017 - Present (2 years)

First Republic Securities Company, LLC

2013 - 2017 (4 years)

First Republic Securities Company, LLC

2008 - 2012 (4 years)

Luminous Capital, LLC

Disclosures

Jeffrey Dore has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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