Margaret Jane Gore

Employer firm

Glen Eagle Advisors, LLC CRD 282920

$1.03B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2016 → 09/2018
  Summit Financial Resources, Inc.
  Parsippany, NJ
• 04/2016 → 12/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 09/2018 → 01/2019
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 12/2018 → 01/2019
  Summit Financial, Llc
  Parsippany, NJ
• 02/2019 → Present
  Glen Eagle Advisors, Llc
  Kingston, NJ
• 02/2019 → Present
  Glen Eagle Wealth, Llc
  Kingston, NJ

Previous Registrations

• 2018-12-26 → 2019-02-01
  Summit Financial, Llc
  Parsippany, NJ
• 2016-03-28 → 2018-12-27
  Summit Equities, Inc.
  Parsippany, NJ
  Kingston, NJ
• 2016-03-29 → 2018-09-20
  Summit Financial Resources Inc
  Parsippany, NJ
• 2015-01-21 → 2016-05-02
  Insight Private Advisors, Llc
  Flemington, NJ
  Bridgewater, NJ
• 2013-08-02 → 2015-10-28
  Lpl Financial Llc
  Bridgewater, NJ
  Bridgewater, NJ
  Flemington, NJ
• 2012-01-27 → 2013-05-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ

Other Businesses

(1) MS. GORE is an Insurance Agent and SELLS INSURANCE THROUGH Glen Eagle Wealth, LLC (2) Ms. Gore is an Investment Advisor Representative with Glen Eagle Advisors, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-26

Other Names

• Margaret Jane Field
• Jane Field Gore
• Margaret Jane Gore
• Jane F Gore