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JK

John G. Keating

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CRD#: 2169888
JK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John G Keating, who also goes by John G Keating Jr, John George Keating Jr, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1991. John had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John G Keating Jr | John George Keating Jr

Other business activities


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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 6, 2019 - January 19, 2024

GMS GROUP

BD
CRD#: 8000
East Hanover, NJ
Past

January 26, 2016 - December 31, 2017

MATCH-POINT SECURITIES, LLC

BD
CRD#: 17687
NEW ORK, NY
Past

May 12, 2014 - October 9, 2015

SEVEN POINTS CAPITAL, LLC

BD
CRD#: 144211
FLEMINGTON, NJ
Past

October 17, 2011 - July 12, 2012

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
BEDMINSTER, NJ
Past

October 17, 2011 - July 12, 2012

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
BEDMINSTER, NJ
Past

January 5, 2010 - October 18, 2011

DELAWARE CAPITAL MANAGEMENT ADVISERS, INC

RIA
CRD#: 152237
PHILADELPHIA, PA
Past

January 5, 2010 - October 18, 2011

DELAWARE DISTRIBUTORS, L.P.

BD
CRD#: 14232
PHILADELPHIA, PA
Past

December 19, 2005 - December 31, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

RIA
CRD#: 145
PHILADELPHIA, PA
Past

December 31, 2000 - December 31, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
PHILADELPHIA, PA
Past

July 22, 1997 - December 31, 2000

DELAWARE DISTRIBUTORS, L.P.

BD
CRD#: 14232
PHILADELPHIA, PA
Past

November 26, 1993 - July 15, 1997

DRIZOS INVESTMENTS, INC.

BD
CRD#: 15087
MORRISTOWN, NJ
Past

August 30, 1991 - March 4, 1993

BARRE & COMPANY, INCORPORATED

BD
CRD#: 8342
DALLAS, TX

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".
GMS GROUP
GMS GROUP
GMS GROUP | THE GMS GROUP, LLC | THE GMS GROUP, L.L.C. | THE G.M.S. GROUP, L.L.C. | THE G.M.S. GROUP, INC. | MOORE & SCHLEY MUNICIPALS, INC.

CRD#: 8000 / SEC#: 801-126662, 8-23936

RIA
Registered Investment Advisory firm - SEC (11/22/2022 Approved)
Texas
Registered Investment Advisory firm - SEC (1/8/2007 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/4/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GMS GROUP
GMS GROUP
GMS GROUP | THE GMS GROUP, LLC | THE GMS GROUP, L.L.C. | THE G.M.S. GROUP, L.L.C. | THE G.M.S. GROUP, INC. | MOORE & SCHLEY MUNICIPALS, INC.

CRD#: 8000 / SEC#: 801-126662, 8-23936

RIA
Registered Investment Advisory firm - SEC (11/22/2022 Approved)
Texas
Registered Investment Advisory firm - SEC (1/8/2007 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
120 Eagle Rock Ave Suite 300, East Hanover, NJ 07936
Mailing Address
120 Eagle Rock Ave Suite 300, East Hanover, NJ 07936
Phone number
(973) 535-5000
Established
Delaware since 03/05/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
15

SEC notice filing (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

THE GMS GROUP DISCLOSURE BROCHURE (7/8/2025)

Direct owners and executive officers


NamePositionCRD#
GMS GROUP HOLDINGS CORPMEMBER
CAPONE, CARMINE CLAUDIOEXECUTIVE VICE PRESIDENT/DIRECTOR1124455
DEMBOWSKI, DANIELLE DENISECHIEF FINANCIAL OFFICER5855269
DONOHUE, TIMOTHY JOSEPHSROP/CROP/DIRECTOR/CHIEF COMPLIANCE OFFICER/COO725373
DONOHUE, TIMOTHY JOSEPHPRESIDENT725373
ESTANISLAO, LEONARDOCHIEF INFORMATION OFFICER/SENIOR VICE PRESIDENT/DIRECTOR4622553
FELDMAN, JUSTYN SETHSENIOR VICE PRESIDENT - DIRECTOR2283535
FELDMAN, MELVINDIRECTOR, SR VICE PRESIDENT205924
KONSIG, PAUL ROBERTCEO500443
KONSIG, PAUL ROBERTDIRECTOR500443
KOROSTOFF, DAVID BRUCEDIRECTOR, SR. VICE PRESIDENT1205712
LENZI, JEFFREY PAULSENIOR VICE PRESIDENT/DIRECTOR2452390
LIPMAN, MATTHEW ERICSECRETARY2367335
MANTE, PAUL DAVIDSENIOR VICE PRESIDENT - DIRECTOR4911949
MCKENNA, MICHAEL JAMESEXECUTIVE VICE PRESIDENT1524460
PRICE, BARBARA BENEDICTDIRECTOR, SR. VICE PRESIDENT17944
VESSELS, STEPHEN GLENNSENIOR VICE PRESIDENT/DIRECTOR2403660

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 13,887,060

Disclosures


Regulatory Event7
Arbitration10

Red Flags


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.

Company Information


GMS GROUP

GMS GROUP

CRD#: 8000

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