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Gary Thomas Jeffers

ITS ASSET MANAGEMENT LP·WASHINGTON, Pennsylvania
Series 7, Series 24, Series 27, Series 66Clean 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
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 27
Series 66
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ITS ASSET MANAGEMENT LP
CRD 106977 · SEC 801-7190
AUM
$269M
Regulatory assets under management
Employees
9
1,201 client accounts
Services offered by ITS ASSET MANAGEMENT LP
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ITS ASSET MANAGEMENT LP →
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04

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.
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Other Advisors at ITS ASSET MANAGEMENT LP

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
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Research
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