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Jairo C Lemos

Investment Adviser Representative at Gateway Wealth Partners, LLC

Cape Coral, FLCRD #5857489Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jairo C. Lemos is an investment adviser representative with Gateway Wealth Partners, LLC in Cape Coral, FL, where they have been registered since 2023. They have worked in the securities industry since 2012 and have been registered with 3 firms, including LPL Financial LLC and Edward Jones. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Connecticut and Florida.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Connecticut, Florida
Broker:
12 states and territories

Connecticut, Florida, Kansas, Maine, Massachusetts, Nevada, New Hampshire, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/8/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 7/15/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/18/2017
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/23/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Gateway Wealth Partners, LLCCurrent
9/18/2023 – Cape Coral, FL
LPL Financial LLC
6/28/2019 – 8/31/2023Cape Coral, FL
Edward Jones
11/9/2017 – 7/2/2019Glastonbury, CT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Pruco Securities LLC
    Jun 2014 – Sep 2017Hartford, CT
  2. THE Prudential Insurance Company OF America
    Jun 2014 – Sep 2017Hartford, CT
  3. Lemco LLC
    Mar 2012 – no end date reportedEast Hartford, CT
  4. Edward Jones
    Sep 2017 – Jun 2019Saint Louis, MO
  5. LPL Financial LLC dba Gateway Financial Partners
    Jun 2019 – no end date reportedGlastonbury, CT
  6. Gateway Wealth Partners, LLC
    Sep 2023 – no end date reportedGlastonbury, CT
  7. LemCo REI, LLC
    Aug 2018 – no end date reportedCape Coral, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Gateway Wealth Partners, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
100
Offices listed on AdvisorFinder:
17
Main office:
Appleton, WI
SEC file number:
801-126635

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 12, 2026

View full firm profile

Other advisors at Gateway Wealth Partners, LLC

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jairo C Lemos has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jairo C Lemos (Gateway Wealth Partners) - Fees & Credentials