Jeffrey Gibbons is a registered investment advisor at RIA Advisory Group, LLC, based in Ames, IA, with 36 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,618 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RIA Advisory Group charges a maximum of 2% of your account value annually for investment management. The firm uses a tiered fee structure, meaning the percentage for the highest range of your portfolio value applies to all managed assets. Fees can be paid monthly or quarterly. The fees are negotiable.
Location
2305 Dayton Ridge Road, Ames, IA, 50010
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2014Other Business Activities
Jeffrey is involved in several outside business activities, including the Iowa State University Alumni Assoc, G2G Services LLC, Dayton Parkway Enterprises, ATC Group LLC, and Trend Financial LLC. He spends about half his time on ATC Group LLC and Trend Financial LLC, and minimal time on the others.
Employment History
Current Registrations
RIA Advisory Group, LLC
Previous Registrations
Visionpoint Advisory Group
LPL Financial LLCBroker
LPL Financial LLC
U.S. Bancorp Piper Jaffray INC.
U.S. Bancorp Piper Jaffray INC.Broker
Edward JonesBroker
Brenton Brokerage Services, INC.Broker
New England SecuritiesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.