Jeffrey Ivory has been Managing Member of Gainplan since April 2015, is a control person of the firm and directly owns 75% or more of it. Jeffrey Ivory holds a Bachelor of Economics in English, History from Michigan State University and a Master of Business Administration from the University of South Carolina.
Gainplan LLC is a Bloomfield Hills, MI firm with $462M under management, 495 clients and 8 advisers in one office, as of its September 2026 filing.
Jeff Ivory is Founder of Gainplan. He has more than 17 years of experience in financial services, working with clients through varied market environments, major life transitions, retirement decisions and business changes. He remains involved with clients while focusing on the firm's strategic direction and developing new relationships.
Jeffrey Ivory’s longest registration is the current one, 11 years at Gainplan since 2015. Before joining Gainplan in 2015, Jeffrey Ivory was registered through LPL Financial LLC.
- Gainplan LLCCurrent– present · 11 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 174427
- LPL Financial LLC– · 6 yearsBingham Farms, MI · Adviser representative · Firm CRD 6413
Professional designations
Listed by Gainplan
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jeffrey Ivory is registered as an investment adviser representative in Michigan, since May 2015.
- MichiganSince 5 May 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 November 2008 |
| Series 53 | Municipal Securities Principal Examination | 3 December 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 November 2004 |
| Series 7 | General Securities Representative Examination | 24 September 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Municipal Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Wilson Ivory
- CRD
- 4849910
- Firm
- Gainplan · CRD 174427
- Role
- Managing Member
- Office
- 800 W. LONG LAKE ROAD, SUITE 100, Bloomfield Hills, MI 48302
- Registration
- Investment adviser registration
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gainplanners.com
Where does Jeffrey Ivory work?
Jeffrey Ivory has been Managing Member of Gainplan LLC since April 2015, and is a control person of the firm.
Is Jeffrey Ivory a financial advisor?
Yes. Jeffrey Ivory has a current investment-adviser registration in Michigan, through Gainplan since May 2015.
How many years of experience does Jeffrey Ivory have?
Jeffrey Ivory has 17 years in the financial industry, since November 2008, across 2 adviser firms.
What exams has Jeffrey Ivory passed?
Jeffrey Ivory has passed 4 licensing exams: the Series 7, Series 63, Series 53 and Series 65. The earliest, the Series 7, was passed in September 2004. FINRA credited Jeffrey Ivory with the SIE, which began in October 2018.
Where is Jeffrey Ivory based?
Jeffrey Ivory’s registered office is in Bloomfield Hills, MI.
Is Jeffrey Ivory registered with FINRA?
No. Jeffrey Ivory has no current broker registration.
Is Jeffrey Ivory a CFP?
Gainplan lists Jeffrey Ivory with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jeffrey Ivory’s record?
Search CRD 4849910 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Ivory’s full registration record.