Jeffrey
Gumeson

The Caprock Group, LLC

CRD#3200125
Investment Advisor
in Park City, UT

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About this Advisor

Jeffrey Gumeson is a financial advisor based in Park City, Utah, working with The Caprock Group, LLC. Jeffrey has previously held positions at The Caprock Group Inc, J.P. Morgan Securities LLC, and Jpmorgan Chase Bank Na. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in Utah. Currently, Jeffrey is part of The Caprock Group, LLC, which operates out of Park City, Utah. The firm has 4 offices and 50 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at The Caprock Group, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1441 West Ute Blvd Suite 120
Park City, UT 84098

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The Caprock Group, LLC Brokerage Details

Total Assets Under Management

$6,921,595,153

UT Average: $655,107,610
Total Number of Employees

50

UT Average: 12
Total Number of Accounts

317

UT Average: 770
Average Account Size

$21,834,685

UT Average: $850,789

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Jeffrey Gumeson Work History

2015 - Present (9 years)

The Caprock Group Inc

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

2012 - 2015 (3 years)

Jpmorgan Chase Bank Na

Disclosures

Please visit the SEC profile of Jeffrey Gumeson 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 The Caprock Group, LLC

John Nordstrom
Boise, ID
Timothy Simon
Green Village, NJ
Mark Berryman
San Jose, CA
Nicolas Flores
Boise, ID
Michelle Mosey
Boise, ID
Anna Whelchel
New York, NY
Julia Northcott
Boise, ID
Kellianne Barrow
San Jose, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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