AdvisorOS Directory
Claim Profile
Unclaimed Profile
GJ

Gary Thomas Jeffers

ITS ASSET MANAGEMENT LP·WASHINGTON, Pennsylvania
Clean recordITS ASSET MANAGEMENT LP
1720 WASHINGTON RD, WASHINGTON, PA 15301-8919CRD# 4193699Firm CRD# 106977

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Thomas Jeffers · WASHINGTON, PA
Registration
CRD #4193699 · ITS ASSET MANAGEMENT LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gary Thomas Jeffers is a registered financial advisor based in WASHINGTON, Pennsylvania, affiliated with ITS ASSET MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Gary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gary is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ITS ASSET MANAGEMENT LP
ITS ASSET MANAGEMENT, L.P.
AUM
$269M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ITS ASSET MANAGEMENT LP →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4193699
Firm CRD# 106977
View on FINRA BrokerCheck →

Looking for a financial advisor in WASHINGTON?

Browse all registered financial advisors in WASHINGTON, Pennsylvania or claim this profile if it's yours.

Browse WASHINGTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Gary Thomas Jeffers offer?
Gary Thomas Jeffers specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WASHINGTON, Pennsylvania for a consultation.
What are Gary Thomas Jeffers's credentials?
Gary Thomas Jeffers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Thomas Jeffers located?
Gary Thomas Jeffers is based in WASHINGTON, Pennsylvania, working with ITS ASSET MANAGEMENT LP. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Gary Thomas Jeffers charge for services?
Gary Thomas Jeffers'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 ITS ASSET MANAGEMENT LP?
ITS ASSET MANAGEMENT LP has approximately 9 employees and manages $269M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ITS ASSET MANAGEMENT LP

Jon William Erdner
WASHINGTON, PA
Kevin Jason Patton
WASHINGTON, PA
Michael Ryan Schofield
WASHINGTON, PA
Nils Alain Nolan
WASHINGTON, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile