Jeffrey Allen Gump

Employer firm

Choreo, LLC CRD 111221

$19.1B regulatory AUM 244 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS

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

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

Current Employers

Employment History

• 09/2010 → 12/2022
  Cherry Bekaert Wealth Management Services, Llc
  Virginia Beach, VA
• 10/2012 → Present
  Purshe Kaplan Sterling Investment
  Albany, NY
• 01/2023 → Present
  Choreo Llc
  Minneapolis, MN

Previous Registrations

• 2010-09-23 → 2023-01-25
  Cherry Bekaert Wealth Management Llc
  Virginia Beach, VA
• 2008-03-14 → 2010-09-21
  Level Four Advisory Services
  Virginia Beach, VA
  Dallas, TX
• 2003-07-29 → 2008-03-14
  Ameriprise Advisor Services, Inc.
  Virginia Beach, VA
  Virginia Beach, VA
• 2003-06-02 → 2003-07-29
  Choreo, Llc
  Virginia Beach, VA

Other Businesses

1) Choreo LLC. Investment Related. 801 Nicollet Mall, Suite 1200 Minneapolis, MN 55402. RIA. Senior Director. 1/1/2023. Hrs/month 160 all during trading hours. Full time advisor for Choreo LLC. Manage a book of business and charge investment advisory fees based on client's AUM. 2) Dempsey Companies, Investment-Related, 2951 Piedmont Road, NE, Suite 200, Atlanta, GA 30305. Insurance, Insurance Agent, 01/2011. 15 hours/month. Initiate and service insurance products. 3) Ash Brokerage, Investment-Related, 8888 South Harrison Street, Suite 900, Fort Wayne, IN, 46802. Insurance, Insurance Agent, 09/2022. 5 hours/month. Initiate and service insurance products. 4) Tidewater Soccer Referee Association. Not Investment Related. PO Box 5666, Virginia Beach VA 23471. Soccer Club. Referee. Start 8/1/2016. 15 hours per month not during trading. Referee soccer matches for youth, middle school, high school and adult leagues. 5) Virginia Rush Booster Club. Not Investment Related. 2044 Landstowne Centre Way, Virginia Beach VA 23465. Travel Soccer Club. Treasurer/Board Member. Start 10/1/2013. Managing quickbooks for bank account and paypal account. Also helping create financial reports and budgets.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-25
• S63 Uniform Securities Agent State Law Examination
  1999-06-07