Claude Jon Gubler
Investment adviser representative at Periope, Lc
20 yearsExperience
2 statesRegistered in
$177.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- 2jc, LLCSep 2016 to now
- Deloy Gubler Enterprises, LcAug 2011 to now
- ST. George Professional DevelopmentDec 2006 to now
- Periope, L.C.Jan 2006 to now
- Heg InsuranceJan 2010 to Dec 2017
- Cj & G Holdings, LLCOct 2008 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Periope, Lc
$177.2MAssets managed
628Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3089980
- Firm CRD
- 144256