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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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JG

Jeff P. Gayron

Some features on this profile are disabled
CRD#: 4490305
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.

Jeff P Gayron was a registered financial professional .

Jeff is a previously registered financial professional and started their career in finance in 2003. Jeff had worked at 6 firms and has passed the Series 66, Series 55 and Series 7 exams.

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

January 27, 2010 - April 26, 2013

WILLIAM O'NEIL + COMPANY

RIA
CRD#: 152620
BOSTON, MA
Past

January 1, 2010 - February 12, 2010

WILLIAM O'NEIL SECURITIES

RIA
CRD#: 894
BOSTON, MA
Past

December 16, 2009 - February 12, 2010

WILLIAM O'NEIL SECURITIES

BD
CRD#: 894
BOSTON, MA
Past

July 18, 2008 - October 28, 2009

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
WESTBOROUGH, MA
Past

July 18, 2008 - October 28, 2009

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
WESTBOROUGH, MA
Past

May 13, 2004 - July 11, 2008

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
BOSTON, MA
Past

August 18, 2003 - May 12, 2004

BROWNCO, LLC

BD
CRD#: 1326
BOSTON, MA

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".
WO
WILLIAM O'NEIL + COMPANY
WILLIAM O'NEIL + CO. INCORPORATED | WILLIAM O'NEIL + COMPANY

CRD#: 152620 / SEC#: 801-120403

RIA
Registered Investment Advisory firm - (2/26/2021 Approved)
California
Registered Investment Advisory firm - (5/4/2021 Terminated)
Connecticut
Registered Investment Advisory firm - (4/21/2020 Terminated)
Florida
Registered Investment Advisory firm - (4/20/2020 Terminated)
New York
Registered Investment Advisory firm - (3/1/2021 Terminated)

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
IAR
Series 66
Date: 12/29/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 11/12/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 8/14/2003
General Securities Representative Examination

Current Firm

WO
WILLIAM O'NEIL + COMPANY
WILLIAM O'NEIL + CO. INCORPORATED | WILLIAM O'NEIL + COMPANY

CRD#: 152620 / SEC#: 801-120403

RIA
Registered Investment Advisory firm - (2/26/2021 Approved)
California
Registered Investment Advisory firm - (5/4/2021 Terminated)
Connecticut
Registered Investment Advisory firm - (4/21/2020 Terminated)
Florida
Registered Investment Advisory firm - (4/20/2020 Terminated)
New York
Registered Investment Advisory firm - (3/1/2021 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
12655 Beatrice Street Suite 2a, Los Angeles, CA 90066
Mailing Address
Phone number
(310) 448-6800
Established
Firm type
Fiscal year end
# of Employees
39

Documents

Latest Form ADV

Part 2 Brochures

WILLIAM O'NEIL & CO. BROCHURE (3/20/2026)

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

WILLIAM O'NEIL + COMPANY

CRD#: 152620

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