Jeffrey Gump
Jeffrey Gump is a registered investment advisor at Choreo, LLC, based in Rockford, IL, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 6,961 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Choreo's fees for investment advisory services are calculated as a percentage of your portfolio or on a fixed-fee basis. The annual percentage-based fee generally does not exceed 1.5%. New clients are requested to have at least $1,000,000 in investable assets, and there is an $8,000 minimum annual fee. These minimums may be waived or reduced at Choreo's discretion. Fees are generally payable in advance in quarterly installments.
Location
6735 Vistagreen Way, Suite 110, Rockford, IL, 61107
Get directionsHistory
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.