Jeffrey
Gates

Cable Hill Partners, LLC

CRD#1673637
Investment Advisor
in Portland, OR

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About this Advisor

Jeffrey Gates is a certified financial planner based out of Portland, Oregon with 7 years of relevant experience. Gates is an employee of Cable Hill Partners, LLC. Throughout their career, Gates has worked at Tpg Financial Advisors, LLC, Geneos Wealth Management, Inc and Cable Hill Partners, LLC. Gates holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to work in Oregon. Cable Hill Partners, LLC is a company based out of Portland, OR. It administers $1 billion in assets under management across its 2,561 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 2,561 accounts, 44% belong to high-net-worth clients who have more than $1 million in assets. The firm has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules vary depending on which service is provided. However, fee types billed by Cable Hill Partners, LLC most likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

806 Sw Broadway Suite 1000
Portland, OR 97205

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Cable Hill Partners, LLC Brokerage Details

Total Assets Under Management

$1,310,535,234

OR Average: $1,120,203,312
Total Number of Employees

25

OR Average: 50
Total Number of Accounts

2,561

OR Average: 1,309
Average Account Size

$511,728

OR Average: $855,770

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

Jeffrey Gates Work History

Jeffrey has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Cable Hill Partners, LLC

2008 - 2016 (8 years)

Tpg Financial Advisors, LLC

2008 - 2016 (8 years)

Geneos Wealth Management, Inc

*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 Gates 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 Cable Hill Partners, LLC

Jeremiah Gallington
Portland, OR
Anthony Rue
Portland, OR
Bethany Purkapile
Portland, OR
Jennifer Estner
Portland, OR
Robert Young
Portland, OR
Christopher Mcrae
Portland, OR
Shelby Desiervo
Portland, OR
Kendall Acheson
Portland, OR

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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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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