Jairo
Lemos

Gateway Wealth Partners, LLC

CRD#5857489
Investment Advisor
in Cape Coral, FL

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About this Advisor

Jairo Lemos is a financial advisor based in Cape Coral, Florida, working with Gateway Wealth Partners, LLC. Jairo has previously held positions at Pruco Securities LLC, The Prudential Insurance Company Of America, Lemco LLC, Edward Jones, Gateway Wealth Partners, LLC, Lemco Rei, LLC, and Lpl Financial LLC Dba Gateway Financial Partners. Jairo has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut and Florida. Currently, Jairo is part of Gateway Wealth Partners, LLC, which operates out of Cape Coral, Florida. The firm has 24 offices and 80 employees. The firm manages assets totaling $891.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Gateway Wealth Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Cape Coral, FL

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Gateway Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$891,580,271

FL Average: $2,826,565,184
Total Number of Employees

80

FL Average: 43
Total Number of Accounts

3,968

FL Average: 1,898
Average Account Size

$224,693

FL Average: $1,489,234

Investment Advisory Services

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

Jairo Lemos Work History

2023 - Present (1 year)

Gateway Wealth Partners, LLC

2019 - Present (5 years)

Lpl Financial LLC Dba Gateway Financial Partners

2018 - Present (6 years)

Lemco Rei, LLC

2012 - Present (12 years)

Lemco LLC

2017 - 2019 (2 years)

Edward Jones

2014 - 2017 (3 years)

Pruco Securities LLC

2014 - 2017 (3 years)

The Prudential Insurance Company Of America

Disclosures

Please visit the SEC profile of Jairo Lemos 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 Gateway Wealth Partners, LLC

Nicholas Petronchak
Glastonbury, CT
Ryan Knapp
Appleton, WI
Jill Batley
Appleton, WI
Mcfaddin Moise
Appleton, WI
Mark Hand
Old Saybrook, CT
Charles Minahan
Appleton, WI
Charles Fetters
Appleton, WI
Andrea Wolfe
Niantic, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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