Jeffrey
Gibbons

Ria Advisory Group, LLC

CRD#1966106
Investment Advisor
in Ames, IA

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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

Series 63, Series 65

Years of Experience

19 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

2305 Dayton Ridge Road
Ames, IA 50010

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Ria Advisory Group, LLC Brokerage Details

Total Assets Under Management

$364,100,192

IA Average: $9,259,360,772
Total Number of Employees

24

IA Average: 166
Total Number of Accounts

2,964

IA Average: 7,189
Average Account Size

$122,841

IA Average: $1,287,990

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jeffrey Gibbons Work History

Jeffrey has 19 years of experience.

2017 - Present (6 years)

Ria Advisory Group

2014 - 2017 (3 years)

Visionpoint Advisory Group

2003 - 2014 (11 years)

Lpl Financial, LLC

Disclosures

Jeffrey Gibbons has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ria Advisory Group, LLC

Nathan Fichter
Elk Horn, NE
Julie Woline
Des Moines, IA
Laurie Ketterling
Des Moines, IA
Todd Adams
Des Moines, IA
Patrick Mccabe
Des Moines, IA
Christopher Hanson
Des Moines, IA
Dana Rausch
Sioux Falls, SD
John Peak
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.

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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.

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