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JL

Jeffrey R. Lagusch

GRYPHON FINANCIAL PARTNERS
Columbus, OH 43215
Some features on this profile are disabled
CRD#: 2922096
JL

Professional summary

Jeffrey R Lagusch, CFP®, who also goes by Jeff R Lagusch, Jeff Lagusch, Jeffrey Richard Lagusch, Jeff Lagusch, is a registered financial advisor currently at GRYPHON FINANCIAL PARTNERS located in Columbus, Ohio.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeff R Lagusch | Jeff Lagusch | Jeffrey Richard Lagusch | Jeff Lagusch

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.
Jeffrey R Lagusch serves as Member of Gryphon Normandy Manager, LLC (GNM) since June 2019. GNM is investment related with an address of 325 John H McConnell Blvd, Ste 425, Columbus, OH 43215. Less than 5% of Jeffrey R Lagusch's time is spent on GNM. Jeffrey R Lagusch serves as Member of Greendale Cabin LLC, a property rental, since March 2020. Greendale Cabin LLC is a non-investment related business, located in Logan, Ohio. Jeffrey spends approximately one hour per month on Greendale Cabin LLC, and approximately zero of those hours per month are during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey R Lagusch'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®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

July 2, 2017 - Present

GRYPHON FINANCIAL PARTNERS

Office #1: 325 John H. Mcconnell Blvd. Suite 425, Columbus, OH 43215
RIA
CRD#: 288210
Columbus, OH
Past

August 21, 2015 - June 30, 2017

HIGHTOWER ADVISORS, LLC

RIA
CRD#: 145323
COLUMBUS, OH
Past

August 21, 2015 - June 30, 2017

HIGHTOWER SECURITIES, LLC

BD
CRD#: 116681
Columbus, OH
Past

June 1, 2009 - August 27, 2015

MORGAN STANLEY

RIA
CRD#: 149777
DUBLIN, OH
Past

June 1, 2009 - August 27, 2015

MORGAN STANLEY

BD
CRD#: 149777
DUBLIN, OH
Past

January 2, 2002 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
COLUMBUS, OH
Past

November 12, 2001 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
COLUMBUS, OH
Past

November 14, 1997 - November 19, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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".
GF
GRYPHON FINANCIAL PARTNERS
GFP FAMILY OFFICE | GRYPHON FINANCIAL PARTNERS, LLC | GRYPHON FINANCIAL PARTNERS | GFP WEALTH MANAGEMENT

CRD#: 288210 / SEC#: 801-110583

RIA
Registered Investment Advisory firm - (5/30/2017 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
Ohio
(7/2/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/16/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/12/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/30/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 11/20/1998
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 11/13/1997
General Securities Representative Examination

Current Firm

GF
GRYPHON FINANCIAL PARTNERS
GFP FAMILY OFFICE | GRYPHON FINANCIAL PARTNERS, LLC | GRYPHON FINANCIAL PARTNERS | GFP WEALTH MANAGEMENT

CRD#: 288210 / SEC#: 801-110583

RIA
Registered Investment Advisory firm - (5/30/2017 Approved)
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Contact information

Main Address
325 John H. Mcconnell Blvd. Suite 425, Columbus, OH 43215
Mailing Address
Phone number
(614) 929-2880
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (20 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 BROCHURE (3/11/2025)
WRAP FEE BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts2,579
AUM (Assets Under Management)$ 2,033,871,278

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/23/2024
Cover Page
Report
12/18/2023
Cover Page
Report
10/25/2022
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.

Company Information

GRYPHON FINANCIAL PARTNERS

CRD#: 288210Columbus, OH 43215

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