Jeffrey
Gump
Choreo, LLC
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About this Advisor
Jeffrey Gump is a financial advisor who works in Minneapolis, Minnesota. Gump is currently employed by Choreo, LLC. During their career, Gump has held roles at Cherry Bekaert Wealth Management Services, LLC, Purshe Kaplan Sterling Investment and Choreo LLC. Gump holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Virginia. Choreo, LLC is an advisory company headquartered in Minneapolis, MN. The investment advisory business has offices in 31 locations and a total of 189 employees. It controls $12 billion in assets between its 21,280 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 18 charities and foundations. Of its 21,280 accounts, 64% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm performs 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 other services. Fees for financial advisory services usually depend on the type of financial services provided. However, fees billed by Choreo, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Choreo, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$12,190,108,351
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
189
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
21,280
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$572,843
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
- Other
Jeffrey Gump Work History
Jeffrey has been registered as a financial advisor for 0 years.*
Choreo LLC
Purshe Kaplan Sterling Investment
Cherry Bekaert Wealth Management Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Gump to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Choreo, LLC
Richmond, VA
Rockford, IL
Charlotte, NC
Petaluma, CA
Des Moines, IA
Minneapolis, MN
Minneapolis, MN
Winterset, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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