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Jeffrey Gunter

5 Years of Experience
Cumming, GA
BrokerSells Insurance

Jeffrey Gunter is a registered investment advisor at Cetera Investment Advisers LLC, based in Cumming, GA, with 5 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Cumming, GA

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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.

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Other Business ActivitiesSells Insurance

Jeffrey is an investment advisor at Eleven Two Financial Advisors, LLC, dedicating nearly full-time hours to financial planning and investment advice. He also serves as a board member for North Lanier Christian Academy, a deacon at North Lanier Baptist Church, co-executor of his mother's estate, and sells life and annuity insurance, dedicating a few hours per week to insurance sales and service.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Concourse Financial Group Advisors
January 2021 - February 2025 · 4 yrs 1 mo
Concourse Financial Group Securities, INC.Broker
December 2020 - February 2025 · 4 yrs 2 mos
State Registrations18 states
ALCAFLGAHIKYLAMAMNMSNCORSCTNTXUTWIWV
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.
Jeffrey Gunter - Financial Advisor | TrueAdvisor