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Jeffrey Craig Gilbert

PDS PLANNING INC·COLUMBUS, Ohio
Unclaimed Profile
2200 WEST FIFTH AVENUE, COLUMBUS, OH 43215CRD# 2543209Firm CRD# 106895
01

About

Jeffrey Craig Gilbert is a registered financial advisor based in COLUMBUS, Ohio, affiliated with PDS PLANNING INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PDS PLANNING INC
PDS PLANNING INC
AUM
$1.4B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at PDS PLANNING INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2543209
Firm CRD# 106895
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Craig Gilbert offer?
Jeffrey Craig Gilbert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Jeffrey Craig Gilbert's credentials?
Jeffrey Craig Gilbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Craig Gilbert located?
Jeffrey Craig Gilbert is based in COLUMBUS, Ohio, working with PDS PLANNING INC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Jeffrey Craig Gilbert charge for services?
Jeffrey Craig Gilbert'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 PDS PLANNING INC?
PDS PLANNING INC has approximately 16 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLUMBUS
Randall Thomas Gerber — GERBER, LLCKevin Thomas Fix — FULLEN FINANCIAL GROUP, INC.Bradley Jay Beman — NATIONWIDE ASSET MANAGEMENT, LLCCatherine Zweig Cory — GRANDVIEW PARTNERS MANAGEMENT, LLCSteven Dale Cox — ROMANS 1 ADVISORS LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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