Jeffrey
Gibbons
Ria Advisory Group, LLC
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ria Advisory Group, LLC Brokerage Details
$364,100,192
24
2,964
$122,841
Let us help match you with the right financial advisor for your needs.
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.