Unclaimed Profile

Jeffrey Gale Best

BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC·WESTERVILLE, Ohio

Series 6, Series 7, Series 63CFP19 years registeredBEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC

155 COMMERCE PARK DRIVE, WESTERVILLE, OH 43082CRD# 2157059Firm CRD# 143638

Profile Verification

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

Identity

Jeffrey Gale Best · WESTERVILLE, OH

Registration

CRD #2157059 · BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

BUCKEYE WEALTH MANAGEMENT LLC

Jul 2007 – present

BEST ADVISORY SERVICES

Nov 2006 – Jun 2007

WESTERVILLE, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · November 28, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

2017Financial·Final

2017Judgment / Lien

2012Regulatory·Final

2010Regulatory·Final

2009Customer Dispute·Settled

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC

CRD 143638 · SEC 801-67821

AUM

$31M

Regulatory assets under management

Employees

361 client accounts

Services offered by BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Gale Best offer?

Jeffrey Gale Best specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTERVILLE, Ohio for a consultation.

What are Jeffrey Gale Best's credentials?

Jeffrey Gale Best holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Gale Best located?

Jeffrey Gale Best is based in WESTERVILLE, Ohio, working with BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.

How does Jeffrey Gale Best charge for services?

Jeffrey Gale Best's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC?

BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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