Gregory J. Weisheit

GJW INVESTMENT ADVISER

MEDINA, OH 44256

CRD#: 3275372

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Professional summary

Gregory James Weisheit is a registered financial advisor currently at GJW INVESTMENT ADVISER LLC located in Medina, Ohio and BEACONSFIELD FINANCIAL SERVICES, INC. located in Canonsburg, Pennsylvania.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Gregory has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Gregory James Weisheit's 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®

None

Experience

Current

August 24, 2005 - Present

GJW INVESTMENT ADVISER LLC

Office #1: 3265 Hardwood Hollow Road, Medina, OH 44256

RIA

CRD#: 135511

MEDINA, OH

Current

January 27, 2011 - Present

BEACONSFIELD FINANCIAL SERVICES, INC.

Office #1: Southpointe Industrial Park 160 Technology Dr., Suite 101, Canonsburg, PA 15317

CRD#: 14634

Canonsburg, PA

Past

January 22, 2009 - January 12, 2011

XTENT FINANCIAL GROUP, INC.

CRD#: 7854

AKRON, OH

Past

January 4, 2006 - December 31, 2008

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

NEW BRIGHTON, PA

Past

December 17, 2004 - December 31, 2005

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

MEDINA, OH

Past

December 16, 2004 - December 31, 2005

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

MEDINA, OH

Past

December 2, 2003 - December 17, 2004

MONY SECURITIES CORPORATION

RIA

CRD#: 4386

NEW YORK, NY

Past

December 2, 2003 - December 17, 2004

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

July 31, 2003 - December 2, 2003

TRUSTED SECURITIES ADVISORS CORP.

RIA

CRD#: 24049

MEDINA, OH

Past

October 4, 1999 - December 2, 2003

TRUSTED SECURITIES ADVISORS CORP.

CRD#: 24049

NEW YORK, NY

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Ohio
(8/24/2005)

Ohio
(1/28/2011)

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

State Security Law Exam

Series 63

Date: 1/18/2002

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/6/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/2/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

GJW INVESTMENT ADVISER LLC

CRD#: 135511 / SEC#:

Ohio

Registered Investment Advisory firm - (8/24/2005 Approved)

Texas

Registered Investment Advisory firm - (11/12/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3265 Hardwood Hollow Road, Medina, OH 44256

Mailing Address

Phone number

(330) 723-7241

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 4,466,000

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

Gregory J. Weisheit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory James Weisheit's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACONSFIELD FINANCIAL SERVICES, INC.

XTENT FINANCIAL GROUP, INC.

FORTUNE FINANCIAL SERVICES, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

MONY SECURITIES CORPORATION

MONY SECURITIES CORPORATION

TRUSTED SECURITIES ADVISORS CORP.

TRUSTED SECURITIES ADVISORS CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/18/2002

Series 65

Date: 8/6/2001

SIE

Date: 10/1/2018

Series 6

Date: 10/2/1999

FINRA

Current Firm

GJW INVESTMENT ADVISER LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GJW INVESTMENT ADVISER LLC

TRUST BUT VERIFY

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