GC
GC

Gregory Cho

25 Years of Experience
Los Angeles, CA
Broker

Gregory Cho is a registered investment advisor at Jefferies Investment Advisers LLC, based in Los Angeles, CA, with 25 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
Loading...

Location

11100 Santa Monica Boulevard, Los Angeles, CA, 90025

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Gregory is a board member of GKC Enterprise Inc, a manufacturer and distributor of pneumatic goods, and the founder/president of SafetyPlus, Inc, a manufacturer and distributor of personal protection equipment. Both activities take about half of Gregory's time each month.

Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2023 - Present · 3 yrs
Jefferies LLCBroker
March 2017 - Present · 9 yrs 2 mos
Jefferies LLC
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Leucadia Asset Management LLC
March 2017 - August 2023 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2001 - March 2017 · 16 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2000 - March 2017 · 16 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Gregory Cho - Financial Advisor | TrueAdvisor