Jeffrey Dale Girard
Investment adviser representative at Gibbs Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
$1.1BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Gibbs Wealth Management, LLCSep 2024 to now
- Total Financial Wealth ManagementAug 2024 to now
- Total Financial Solutions, Inc.,Apr 2022 to now
- Great White Pool and Spa, IncJul 2018 to Apr 2022
- Total Financial SolutionsSep 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, UT).
Gibbs Wealth Management, LLC
$1.1BAssets managed
5,356Clients
68Advisers
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
- 7987456
- Firm CRD
- 281621