Glenn J. Arons

GFP PRIVATE WEALTH

Potomac, MD

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CRD#: 2521233

Professional summary

Glenn J Arons, ChFC®, who also goes by Glenn Jeffrey Arons, is a registered financial advisor currently at GFP PRIVATE WEALTH located in Potomac, Maryland.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Glenn has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Glenn Jeffrey Arons

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.

1. Mass Mutual Life Insurance: Sale of insurance products from Mass Mutual Life Insurance Co. and other Life Insurance companies Non-Investment related Life and Health insurance sales Producer/Agent Start: 08/01/2019 Address:530 Gaither Rd.,#350, Rockville, MD 20850 30 business hrs per month 15 hours per month during trading hours Traditional and Advanced Planning Life Insurance sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn J Arons's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

Experience

Current

October 16, 2020 - Present

GFP PRIVATE WEALTH

RIA

CRD#: 110031

Potomac, MD

Past

April 30, 2001 - December 6, 2018

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

BETHESDA, MD

Past

May 3, 1999 - December 6, 2018

PARK AVENUE SECURITIES LLC

CRD#: 46173

BETHESDA, MD

Past

July 6, 1995 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

September 1, 1994 - January 23, 1995

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

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".

GFP PRIVATE WEALTH

CRD#: 110031 / SEC#: 801-56552

RIA

Registered Investment Advisory firm - (4/16/1999 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Maryland
(10/19/2020)

IAR

Texas
(10/16/2020)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/6/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/7/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/27/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/31/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GFP PRIVATE WEALTH

CRD#: 110031 / SEC#: 801-56552

RIA

Registered Investment Advisory firm - (4/16/1999 Approved)

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Contact information

Main Address

1300 East Ninth Street Suite 1900, Cleveland, OH 44114

Mailing Address

Phone number

(833) 309-9900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025.08.14 GFP ADV PART 2A (8/14/2025)

Regulatory assets under management

Total Number of Accounts	1,658
AUM (Assets Under Management)	$ 1,347,911,649

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/27/2024	Cover Page	Report
10/26/2023	Cover Page	Report
02/28/2023	Cover Page	Report

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.

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Firm Stability Insights

Glenn J. Arons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn J Arons's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

GFP PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/2000

Series 63

Date: 9/7/1994

SIE

Date: 10/1/2018

Series 7

Date: 5/27/2003

Series 6

Date: 8/31/1994

Current Firm

GFP PRIVATE WEALTH

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GFP PRIVATE WEALTH

TRUST BUT VERIFY

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