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Jeffrey Michael Gumeson

THE CAPROCK GROUP, INC.·BOISE, Idaho
Clean recordTHE CAPROCK GROUP, INC.
800 WEST MAIN STREET, BOISE, ID 83702CRD# 3200125Firm CRD# 124272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Gumeson · BOISE, ID
Registration
CRD #3200125 · THE CAPROCK GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Michael Gumeson is a registered financial advisor based in BOISE, Idaho, affiliated with THE CAPROCK GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE CAPROCK GROUP, LLC
THE CAPROCK GROUP, LLC
AUM
$9.4B
Regulatory assets under management
Employees
63
Total firm employees
View all advisors at THE CAPROCK GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3200125
Firm CRD# 124272
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Michael Gumeson offer?
Jeffrey Michael Gumeson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOISE, Idaho for a consultation.
What are Jeffrey Michael Gumeson's credentials?
Jeffrey Michael Gumeson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Gumeson located?
Jeffrey Michael Gumeson is based in BOISE, Idaho, working with THE CAPROCK GROUP, INC.. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Jeffrey Michael Gumeson charge for services?
Jeffrey Michael Gumeson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE CAPROCK GROUP, INC.?
THE CAPROCK GROUP, INC. has approximately 63 employees and manages $9.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE CAPROCK GROUP, INC.

Gregory Aaron Brown
BOISE, ID
David Alan Otander
BOISE, ID
Alferd Craig Olson
BOISE, ID
Glenn Thomas Michael
BOISE, ID
Jefferson Richard Jewell
BOISE, ID
Mark Kenneth Gustafson
BOISE, ID

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