Unclaimed Profile

Jeffrey L Gott

PETRA FINANCIAL ADVISORS INC·COLORADO SPRINGS, Colorado

Clean record8 years registeredPETRA FINANCIAL ADVISORS INC

2 NORTH NEVADA AVE SUITE 1300, COLORADO SPRINGS, CO 80903-1626CRD# 6614605Firm CRD# 107196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey L Gott · COLORADO SPRINGS, CO

Registration

CRD #6614605 · PETRA FINANCIAL ADVISORS INC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PETRA FINANCIAL ADVISORS INC

PETRA FINANCIAL ADVISORS INC

Jul 2018 – Apr 2019

COLORADO SPRINGS, CO

Registrations & Exams

Registration record

First registered · July 20, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETRA FINANCIAL ADVISORS INC

CRD 107196 · SEC 801-39169

AUM

$357M

Regulatory assets under management

Employees

1,185 client accounts

Services offered by PETRA FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PETRA FINANCIAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Jeffrey L Gott offer?

Jeffrey L Gott specializes in Financial Planning, Investment Management.

What are Jeffrey L Gott's credentials?

Jeffrey L Gott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey L Gott located?

Jeffrey L Gott is based in COLORADO SPRINGS, Colorado, last registered with PETRA FINANCIAL ADVISORS INC.

How does Jeffrey L Gott charge for services?

Jeffrey L Gott's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PETRA FINANCIAL ADVISORS INC?

PETRA FINANCIAL ADVISORS INC has approximately 13 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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