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Gregory Ervin Kibler

CFP®
JANNEY MONTGOMERY SCOTT
Mansfield, OH
·CRD# 1781409·38 years experience

Professional Summary

Gregory Ervin Kibler, CFP®, who also goes by Greg Kibler, is a registered financial advisor currently at JANNEY MONTGOMERY SCOTT LLC located in Mansfield, Ohio. Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Gregory has worked at 8 firms and has passed the Series 63, Series 7TO, SIE, Series 52, Series 62, Series 22, Series 6 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Greg Kibler

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 1998

Years of Experience

38 years in the financial services industry

Current & Past Employments

JANNEY MONTGOMERY SCOTT LLC·CRD# 463
RIA
BD
1230 Lexington Avenue, Mansfield, OH 44907
October 24, 2024 - Present
JANNEY MONTGOMERY SCOTT LLC·CRD# 463
RIA
BD
1230 Lexington Avenue, Mansfield, OH 44907
October 24, 2024 - Present
KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
Mansfield, OH
August 16, 2016 - October 28, 2024
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Mansfield, OH
August 16, 2016 - October 28, 2024
SUMMIT FINANCIAL GROUP INC·CRD# 109485
RIA
Mansfield, OH
January 29, 2014 - August 17, 2016
SUMMIT BROKERAGE SERVICES, INC.·CRD# 34643
BD
Mansfield, OH
January 29, 2014 - August 17, 2016
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Mansfield, OH
September 19, 1999 - February 6, 2014
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Mansfield, OH
April 2, 1991 - February 6, 2014
KAVANAUGH SECURITIES, INC.·CRD# 10606
BD
Dallas, TX
March 2, 1989 - April 2, 1991
ADVANTAGE CAPITAL CORPORATION·CRD# 146
BD
January 1, 1988 - March 18, 1989

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Current Firm

JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT INC. | PARKER/HUNTER ASSET MANAGEMENT | JANNEY MONTGOMERY SCOTT LLC

CRD#: 463 / SEC#: 801-7258, 8-462
RIA
Registered Investment Advisory firm - SEC (3/8/1971 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

1717 Arch Street, Philadelphia, PA 19103

Mailing Address

1717 Arch Street, Philadelphia, PA 19103

Phone Number

(215) 665-6000

Established

Delaware since 08/27/1999

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

# of Employees

2,404

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

JANNEY MONTGOMERY SCOTT WRAP FEE DISCLOSURE BROCHURE (6/30/2026)

Direct owners and executive officers

NamePositionCRD#
JUNE PURCHASER LLCOWNER—
DOWNEY, DANEEN ELIZABETHDEPUTY GENERAL COUNSEL4758790
FUSCO, CHRISTOPHERROSFP5858082
HALL, CAROLINE KATHRYNECHIEF COMPLIANCE OFFICER6342772
HRICKO, MICHAEL JCHIEF FINANCIAL OFFICER4509746
LEMPA, JESSICA ELLENIA CCO5276453
MCSHEA, GREGORY BURNSGENERAL COUNSEL2870963
MILLER, ANTHONY MATTHEWDIRECTOR, PRESIDENT AND CEO4597116
MULLAN, DAVID MICHAELPRINCIPAL OPERATIONS OFFICER2739186
REED, KEVIN JUDEEXECUTIVE OFFICER2105832
RIGGI, BRETT STEPHANCHIEF OPERATING OFFICER4462496

Regulatory Assets Under Management

Total Number of Accounts

243,808

AUM (Assets Under Management)

$110,113,690,076

Disclosures

Regulatory Event

54

Arbitration

67

Bond

1

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
11/07/2025Cover PageReport
03/21/2025Cover PageReport
10/09/2024Cover PageReport
10/26/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business Name: Kibler Financial Group, LLC. Investment Related: Yes Address: 1230 Lexington Ave. Mansfield OH 44906 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Managing Member Start Date: 1/1/2000 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: All functions of the activities of the LLC. Business Name: Gregory E. Kibler CPA Investment Related: No Address: 1230 Lexington Avenue Mansfield OH 44907 Nature of Business: Tax/Accounting/CPA Position, Title or Relationship: Owner. Start Date: 1/1/2000 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I have total responsiblity for this activity. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 8/15/2016 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Investment Advisor Representative Business Name: Personal Wealth Solutions Investment Related: Yes Address: 1230 Lexington Avenue Mansfield OH 44907 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: I am a branch principal and represenattive Start Date: 2/26/2021 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: I am a branch principal and representative

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT INC. | PARKER/HUNTER ASSET MANAGEMENT | JANNEY MONTGOMERY SCOTT LLC

CRD#: 463 / SEC#: 801-7258, 8-462
RIA
Registered Investment Advisory firm - SEC (3/8/1971 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(10/24/2024)
RR
Florida
(10/24/2024)
RR
Georgia
(10/24/2024)
RR
Indiana
(10/30/2024)
RR
Kansas
(10/24/2024)
RR
Kentucky
(10/24/2024)
RR
Mississippi
(10/24/2024)
RR
North Carolina
(10/31/2024)
RR
Ohio
(10/24/2024)
IAR
Ohio
(10/29/2024)
RR
Pennsylvania
(10/24/2024)
IAR
Pennsylvania
(8/12/2026)
RR
South Carolina
(10/24/2024)
RR
Texas
(10/24/2024)
IAR
Texas
(10/24/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1988About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 52 — Municipal Securities Representative Examination

Passed Jul 1995About the Series 52 exam

Series 62 — Corporate Securities Limited Representative Examination

Passed Sep 1991

Series 22 — Direct Participation Programs Representative Examination

Passed Jun 1988About the Series 22 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 1987About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Feb 2000About the Series 24 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations
New York Stock Exchange
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Gregory Ervin Kibler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Gregory Ervin Kibler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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