Jeffrey M Gapinski
Investment adviser representative at Your Ia, LLC
11 yearsExperience
1 stateRegistered in
$106.6MFirm assets
Under 1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Mosquito Abatement District DavisMay 2026 to now
- Your Ia, LLCJan 2026 to now
- Summit Global InvestmentsJul 2019 to Jan 2026
- Ele Wealth Advisors, IncNov 2016 to Jul 2019
- R & R GroupAug 2015 to Jul 2019
- The Leaders Group IncAug 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (UT).
Your Ia, LLC
$106.6MAssets managed
190Clients
29Advisers
Under 1 yearIn 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
- 4830208
- Firm CRD
- 338535