Jeffrey Gorsline has been Investment Advisor Representative & Member of Evergreen Wealth Management since December 2014, is a control person of the firm and directly owns between 25% and 50% of it.
Evergreen Wealth Management, LLC is a Williamston, MI firm with $249M under management, 706 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Jeffrey Gorsline’s longest registration is the current one, 11 years at Evergreen Wealth Management since 2015. Before joining Evergreen Wealth Management in 2015, Jeffrey Gorsline was registered through Cambridge Investment Research Advisors, Inc. and Next Financial Group, Inc.
- – present · 11 yearsWilliamston, MI · Adviser representative · Firm CRD 174090
- Cambridge Investment Research Advisors, Inc.– · 3 yearsWilliamston, MI · Adviser representative · Firm CRD 134139
- Next Financial Group, Inc.– · 1 yearWilliamston, MI · Adviser representative · Firm CRD 46214
Investment adviser representative registrations
Jeffrey Gorsline is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2015; the most recent is Florida, in April 2019.
- FloridaSince 26 April 2019
- MichiganSince 28 January 2015
- TexasResidentSince 10 March 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 March 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 July 1999 |
| Series 7 | General Securities Representative Examination | 6 July 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Dale Gorsline
- CRD
- 3239000
- Firm
- Evergreen Wealth Management · CRD 174090
- Role
- Investment Advisor Representative & Member
- Office
- 319 W GRAND RIVER AVE, Williamston, MI 48895
- Registration
- Investment adviser registration
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Gorsline work?
Jeffrey Gorsline has been Investment Advisor Representative & Member of Evergreen Wealth Management, LLC since December 2014, and is a control person of the firm.
Is Jeffrey Gorsline a financial advisor?
Yes. Jeffrey Gorsline has a current investment-adviser registration in Florida, Michigan and Texas, through Evergreen Wealth Management since January 2015.
How many years of experience does Jeffrey Gorsline have?
Jeffrey Gorsline has 16 years in the financial industry, since May 2010, across 3 adviser firms.
What exams has Jeffrey Gorsline passed?
Jeffrey Gorsline has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in July 1999. FINRA credited Jeffrey Gorsline with the SIE, which began in October 2018.
Where did Jeffrey Gorsline work before Evergreen Wealth Management?
Before Evergreen Wealth Management, Jeffrey Gorsline was registered through Next Financial Group, Inc., May 2010 to August 2011.
Where is Jeffrey Gorsline based?
Jeffrey Gorsline’s registered office is in Williamston, MI.
Is Jeffrey Gorsline registered with FINRA?
No. Jeffrey Gorsline has no current broker registration.
How can I verify Jeffrey Gorsline’s record?
Search CRD 3239000 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Gorsline’s full registration record.