Jeffrey Alan Gasaway

Employer firm

Asset Management Strategies, Inc. CRD 135173

$220M regulatory AUM 2,110 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → Present
  Lpl Financial Llc
  Lafayette, IN
• 04/2016 → Present
  Center For Wealth Planning Advisors, Inc
  Lafayette, IN

Previous Registrations

• 2016-04-28 → 2017-02-06
  Center For Wealth Planning Advisors, Inc
  Lafayette, IN
• 2015-12-10 → 2016-04-28
  Good Life Advisors, Llc
  Lafayette, IN
  Celebration, FL
• 2012-10-16 → 2015-12-14
  Edward Jones
  St Louis, MO
  Lafayette, IN
  Anderson, IN

Other Businesses

1. 12/11/2015: BlueSafe Financial LLC DBA BlueSafe Insurance - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 12/2/2015 - 20 Hours Per Month/1 Hour During Securities Trading - Time Spent 10% - Agency Owner - Life & Health Insurance. 2. 12/11/2015: BlueSafe Financial, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/17/2015 - 20 Hours Per Month/1 Hour During Securities Trading - Time Spent 20% - Insurance (Health, Med Sups). 3. 4/4/2016: BlueSafe Financial, LLC - Investment Related - At Reported Business Location(s) - Property and Casualty - Started - 03/18/2016 - 15 Hours Per Month/1 Hour During Securities Trading. 4. 5/11/2016: CENTER FOR WEALTH PLANNING ADVISORS, INC - DBA: (Hybrid) BlueSafe Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 04/15/2016 - 160 Hours Per Month During Securities Trading. 5. 5/11/2016: Center for Wealth Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/15/2016 - 100 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-11