Jeffrey Gump
Jeffrey Gump is a registered investment advisor at Choreo, LLC, based in Virginia Beach, VA, with 27 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 6,891 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual rate generally does not exceed 1.5% per year unless otherwise agreed with the client. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
222 Central Park Avenue, Suite 1400, Virginia Beach, VA, 23462
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Regulatory History (1)
Customer Dispute
August 2003Other Business ActivitiesSells Insurance
Jeffrey is a full-time Senior Director at Choreo LLC, managing a book of business and charging investment advisory fees. He also works as an insurance agent for Dempsey Companies and Ash Brokerage, and is a treasurer/board member for Virginia Rush Booster Club.
Employment History
Current Registrations
Choreo, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Cherry Bekaert Wealth Management LLC
Cambridge Investment Research, INC.Broker
Level Four Advisory Services
Lincoln Financial Securities CorporationBroker
H&r Block Financial Advisors, INC.
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations3 states
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.
Exams
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