Jairo C Lemos
Investment adviser representative at Gateway Wealth Partners, LLC
14 yearsExperience
2 statesRegistered in
$2.3BFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Gateway Wealth Partners, LLCSep 2023 to now
- LPL Financial LLC dba Gateway Financial PartnersJun 2019 to now
- Lemco Rei, LLCAug 2018 to now
- Lemco LLCMar 2012 to now
- Edward JonesSep 2017 to Jun 2019
- Pruco Securities LLCJun 2014 to Sep 2017
- The Prudential Insurance Company of AmericaJun 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CT, FL).
Gateway Wealth Partners, LLC
$2.3BAssets managed
7,382Clients
104Advisers
4 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
- 5857489
- Firm CRD
- 322789