Jeffrey
Gumeson
The Caprock Group, LLC
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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
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Fee Structure
Office Location
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The Caprock Group, LLC Brokerage Details
$6,921,595,153
50
317
$21,834,685
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
The Caprock Group Inc
J.P. Morgan Securities LLC
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.
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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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