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JG

John J. Gurun

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CRD#: 232210
JG

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 Joseph Gurun was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1968. John had worked at 9 firms and has passed the Series 63, Series 4, Series 53, Series 27, Series 24, F04 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

August 16, 2012 - March 25, 2024

GURUN INVESTMENT ADVISORS, INC.

RIA
CRD#: 37503
DALLAS, TX
Past

January 6, 1995 - May 4, 2012

GURUN INVESTMENT ADVISORS, INC.

BD
CRD#: 37503
DALLAS, TX
Past

January 5, 1995 - May 4, 2012

GURUN INVESTMENT ADVISORS, INC.

RIA
CRD#: 37503
DALLAS, TX
Past

May 25, 1994 - December 31, 1994

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

August 13, 1986 - September 22, 1993

ELM ADVISORS INC.

BD
CRD#: 17773
DALLAS, TX
Past

March 17, 1986 - August 19, 1986

HILLTOP SECURITIES INC.

BD
CRD#: 6220
Past

May 21, 1984 - April 3, 1986

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

January 16, 1984 - May 26, 1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

February 3, 1982 - January 12, 1984

WEBER, HALL, SALE & ASSOCIATES, INC.

BD
CRD#: 876
Past

March 21, 1977 - July 8, 1977

GURUN, INC.

BD
CRD#: 7366
Past

January 4, 1968 - June 6, 1976

KIDDER, PEABODY & CO., INCORPORATED

BD
CRD#: 488

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
RR
Series 63
Date: 2/13/1984
Uniform Securities Agent State Law Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
F04
Date: 2/1/1977
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 40
Date: 12/19/1967
Registered Principal Examination

Current Firm


GI
GURUN INVESTMENT ADVISORS, INC.
GURUN INC. | WHITEROCK WEALTH MANAGEMENT CO. | GURUN, INC. | GURUN INVESTMENT ADVISORS, INC.

CRD#: 37503 / SEC#: 801-60828, 8-47836

BD
Terminated by SEC on 07/03/2012
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Contact information


Main Address
8350 North Central Expressway Suite 925, Dallas, TX 75206
Mailing Address
Phone number
(214) 691-4451
Established
Texas since 03/03/1986
Firm type
Corporation
Fiscal year end
December
# of Employees
6

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2 - 2024 (3/26/2024)

Direct owners and executive officers


NamePositionCRD#
GURUN, JOHN JOSEPHPRESIDENT / CHIEF COMPLIANCE OFFICER
GURUN, DAVID PETERVICE PRESIDENT1947575
LASTELICK, JOSEPH JEROME JRVICE PRESIDENT2822734
MARTIN, CHARLES HENRY MR.VICE PRESIDENT5148727
RUFFING, JAMES ROBERTVICE PRESIDENT407006

Regulatory assets under management


Total Number of Accounts409
AUM (Assets Under Management)$ 255,332,207

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


GURUN INVESTMENT ADVISORS, INC.

CRD#: 37503

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