Jennifer
Gibson

Cuso Financial Services, L.P

CRD#4397079
Investment Advisor
in Clemmons, NC

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About this Advisor

Jennifer Gibson is a financial advisor who works in Clemmons, North Carolina, with a total of 10 years of financial industry experience. Gibson currently works for Cuso Financial Services, L.P. During their career, Gibson has held roles at Allegacy Federal Credit Union, Cuso Financial Services, Lp, American Express and Wells Fargo. Gibson has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to advise clients in North Carolina. Cuso Financial Services, L.P is an advisory company that has its headquarters in Clemmons, North Carolina. The investment advisory business has offices in 927 locations and a total of 726 employees. It administers $3 billion in total assets across its 18,783 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 18,783 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely are based on which services the firm provides the client. However, fee types charged by Cuso Financial Services, L.P most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6320 Allegacy Way
Clemmons, NC 27012

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$3,330,268,306

NC Average: $7,578,581,321
Total Number of Employees

726

NC Average: 43
Total Number of Accounts

18,783

NC Average: 3,727
Average Account Size

$177,302

NC Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jennifer Gibson Work History

Jennifer has 10 years of experience.

2011 - Present (11 years)

Allegacy Federal Credit Union

2011 - Present (11 years)

Cuso Financial Services, Lp

2011 - 2011 (< 1 year)

Wells Fargo

2010 - 2011 (1 year)

American Express

Disclosures

Jennifer Gibson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Peter Cosentino
Falls Church, VA
Venkatesh Kurvari
Frisco, TX
Justin Perkins
Lexington, KY
Herbert Marx
Boulder, CO
James Lowe
Florence, AZ
Amanda Duran
San Diego, CA
Eugene Fistani
Colorado Springs, CO
Troy Strong
Austell, GA

The content in this profile was updated by SmartAsset on 08/06/2020 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 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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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