Jairo
Lemos
Gateway Wealth Partners, LLC
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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
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Gateway Wealth Partners, LLC Brokerage Details
$891,580,271
80
3,968
$224,693
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
Gateway Wealth Partners, LLC
Lpl Financial LLC Dba Gateway Financial Partners
Lemco Rei, LLC
Lemco LLC
Edward Jones
Pruco Securities LLC
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.
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