Advisor at Gibbs Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gibbs Wealth Management, LLC
Location
Tucson, AZ 85712
Credentials
Series 63, Series 65
Industry experience
3 years
$25,000 - $250,000: 1.75% annually $250,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually Over $1,000,000+: 1.00% annually
Account minimum: $25,000 minimum to open an account (accounts with lesser assets may be accepted at Adviser's discretion)
Gibbs Wealth Management, LLC
2024 - Present (2 years)
Suncrest Wealth Advisors LLC
2024 - Present (2 years)
Suncrest Wealth Management
2023 - Present (3 years)
Morningstar
2022 - 2023 (1 year)
Foreside Fund Services, Llc
2021 - 2022 (1 year)
WisdomTree Asset Management, Inc.
2021 - 2022 (1 year)
Foreside Fund Services, Llc
2021 - 2021 (1 year)
WisdomTree Asset Management, Inc.
2021 - 2021 (1 year)
Foreside Fund Services, Llc
2020 - 2021 (1 year)
WisdomTree Asset Management, Inc.
2018 - 2021 (3 years)
UnEMPLOYED
2018 - 2018 (1 year)
Kin Insurance
2018 - 2018 (1 year)
EDUCATION
2000 - 2018 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Green Valley, AZ
Edward Jones
Series 63, Series 66
Sahuarita, AZ
Fidelity
Elizabeth Leadon is the Regional Director of Wealth Management at Fidelity Investments, a position she has held since 2021. In this role, she focuses on supporting Senior Relationship Managers and Planning Consultants to achieve success and build strong client relationships. She emphasizes leadership through integrity and encourages self-reflection and professional development. Prior to her current role, Elizabeth served as a Private Wealth Management Planning Consultant at Fidelity Investments from 2016 to 2021 and as a Senior Relationship Manager from 2013 to 2016. Her career in the financial services industry began at Chase Investment Services, Corp, where she worked as a Sales Assistant from 2008 to 2013.
Series 63, Series 66
Green Valley, AZ
Edward Jones
Series 66
Green Valley, AZ
Eversource Wealth Advisors, LLC
Series 63, Series 66
Green Valley, AZ
Eversource Wealth Advisors, LLC
CFP®
Green Valley, AZ
Eversource Wealth Advisors, LLC
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