Jeffrey
Gibbons
Ria Advisory Group, LLC
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About this Advisor
Jeffrey Gibbons is a financial advisor working in Ames, Iowa, who has 19 years in the industry. Gibbons is an employee of Ria Advisory Group, LLC. Throughout their career, they have worked at Lpl Financial, LLC, Visionpoint Advisory Group and Ria Advisory Group. Gibbons has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Iowa. Ria Advisory Group, LLC is a financial advisory business that has its headquarters in Ames, Iowa. The investment advisory business has offices in 17 locations and a total of 24 financial advisors. It administers $364 million in assets under management between its 2,964 accounts, placing it among the bigger firms in the United States by assets under management. Of its 2,964 accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides portfolio management for individuals and small businesses. A financial advisor's fees typically depend on which services are offered. Fee types charged by Ria Advisory Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Ria Advisory Group, LLC Brokerage Details

$364,100,192

24

2,964

$122,841

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Answer a few questions to get a personalized match.Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jeffrey Gibbons Work History
Jeffrey has 19 years of experience.
Ria Advisory Group
Visionpoint Advisory Group
Lpl Financial, LLC
Disclosures
Jeffrey Gibbons has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ria Advisory Group, LLC
Elk Horn, NE
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Sioux Falls, SD
Des Moines, IA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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.
