Jeanmarie
Mcgowan

Godsey & Gibb Wealth Management

CRD#2579481
Investment Advisor
in Richmond, VA

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About this Advisor

Jeanmarie Mcgowan is a chartered financial analyst working out of Richmond, Virginia with 9 years of industry experience. Mcgowan is on the advisory team at Godsey & Gibb Wealth Management. During their career, the advisor has held roles at Virginia Commonwealth University and Godsey & Gibb Wealth Management. Mcgowan holds a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in South Carolina and Virginia. Godsey & Gibb Wealth Management is a registered investment company operating out of Richmond, VA. The investment advisory business has a total of 25 financial advisors. It has $1 billion in assets between its 1,705 client accounts, placing it among the larger firms in the country by assets under management. The firm serves 13 charities and foundations. Of its 1,705 client accounts, 55% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees for financial advisory services usually vary depending on which services the firm provides the client. However, fees billed by Godsey & Gibb Wealth Management likely include some blend of asset-based and other fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

6806 Paragon Pl, Ste 230
Richmond, VA 23230

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Godsey & Gibb Wealth Management Brokerage Details

Total Assets Under Management

$1,164,118,972

VA Average: $1,835,309,194
Total Number of Employees

25

VA Average: 32
Total Number of Accounts

1,705

VA Average: 1,458
Average Account Size

$682,768

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Jeanmarie Mcgowan Work History

Jeanmarie has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Godsey & Gibb Wealth Management

2011 - Present (13 years)

Virginia Commonwealth University

*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 Jeanmarie Mcgowan 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 Godsey & Gibb Wealth Management

Kevin Riley
Greenville, SC
Christopher Leslie
Richmond, VA
Peter Braden
Richmond, VA
Zahraa Maksoud
Richmond, VA
Marray Bailey
Richmond, VA
Marc Verdi
Richmond, VA
Kyle Fischer
Greenville, SC
Jeanmarie Mcgowan
Richmond, VA

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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