Jeffrey
Gatchel

Axa Advisors, LLC

CRD#5200571
Investment Advisor
in Ames, IA

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About this Advisor

Jeffrey Gatchel is an investment advisor based in Ames, Iowa. Currently a registered financial advisor at Axa Advisors, LLC, Gatchel has 13 years of work experience in the financial advisory industry. Gatchel has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Gatchel can advise customers in Florida and Iowa. Gatchel has worked their career at Axa Advisors, LLC. Axa Advisors, LLC is based out of Ames, Iowa, and has 844 other locations in the nation. Overall, Axa Advisors, LLC manages $17 billion in assets dispersed across 55,104 accounts and employs more than 5,930 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. The firm manages 11,123 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 43% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Axa Advisors, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

616 Burnett Ave Po Box 686
Ames, IA 50010

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$17,011,439,927

IA Average: $7,464,549,021
Total Number of Employees

5,930

IA Average: 88
Total Number of Accounts

55,104

IA Average: 3,892
Average Account Size

$308,715

IA Average: $1,917,921

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Investment Advisory Services

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

Jeffrey Gatchel Work History

Jeffrey has 14 years of experience.

2006 - Present (14 years)

Axa Advisors, LLC

Disclosures

Jeffrey Gatchel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Axa Advisors, LLC

Pete Koury
Englewood, CO
Megan Sedberry
Charlotte, NC
David Goettelmann
Charlotte, NC
Martin Jawor
Secaucus, NJ
Joe Brummel
Springfield, IL
Ryan Kay
Las Vegas, NV
Roy Morris
Tucson, AZ
Anthony Costabile
New York, NY

This content was compiled from the SEC and FINRA.

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