Jeffrey
Gore

Gps Wealth Strategies Group, LLC

CRD#2844692
Investment Advisor
in Englewood, CO

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About this Advisor

Jeffrey Gore is a financial advisor working in Englewood, Colorado who has 6 years of industry experience. Gore works at Gps Wealth Strategies Group, LLC. The advisor has gained experience at Lpl Financial, LLC and Gps Wealth Strategies Group, LLC. Gore maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can serve investors in Colorado and Texas. Gps Wealth Strategies Group, LLC is a financial advisory company that has its headquarters in Englewood, CO. The company has offices in eight locations and a total of 36 financial advisors. It oversees $880 million in assets under management between its 4,514 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 4,514 accounts, 25% are associated with high-net-worth investors who have more than $1 million in assets. Gps Wealth Strategies Group, LLC offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on the financial services offered. However, fees charged by Gps Wealth Strategies Group, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6484 South Quebec Street
Englewood, CO 80111

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Gps Wealth Strategies Group, LLC Brokerage Details

Total Assets Under Management

$879,899,427

CO Average: $2,349,664,866
Total Number of Employees

36

CO Average: 28
Total Number of Accounts

4,514

CO Average: 1,101
Average Account Size

$194,927

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Jeffrey Gore Work History

Jeffrey has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Gps Wealth Strategies Group, LLC

2001 - Present (23 years)

Lpl Financial, 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 Gore 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 Gps Wealth Strategies Group, LLC

Ryan Nuu
Littleton, CO
Courtney Rosepink
Englewood, CO
Alexander Goldstein
Englewood, CO
Levi Knutson
Englewood, CO
Kathryn Lizotte
Englewood, CO
Jeffrey Hutcheson
Littleton, CO
Samuel Grizzle
Littleton, CO
Anna Graff
Englewood, CO

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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