Jeffrey
Gatchel

Axa Advisors, LLC

CRD#5200571
Investment Advisor
in Ames, IA
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About this Advisor

Jeffrey Gatchel is a financial advisor working in Ames, Iowa, who has been in the industry for 12 years. Gatchel works at Axa Advisors, LLC. They have spent their whole time as a financial advisor at Axa Advisors, Llc. Gatchel maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Florida and Iowa. Axa Advisors, LLC is a registered investment firm operating in Ames, Iowa. It has offices in 844 locations and a total of 5,774 people on staff. It oversees $15 billion in assets across its 52,116 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 67 charities and foundations. Of its 52,116 client accounts, 34% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Axa Advisors, LLC has a number of services, such as 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. Fees for financial advisory services typically vary depending on which service is offered. Fees billed by Axa Advisors, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

$14,671,064,923

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

5,930

IA Average: 88
Total Number of Accounts

53,005

IA Average: 3,892
Average Account Size

$276,786

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 12 years of experience.

2006 - Present (13 years)

Axa Advisors, LLC

Disclosures

Jeffrey Gatchel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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