JG
Jon M. Greer
GSG ADVISORS LLC
Mount Laurel, NJ 08054
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CRD#: 4634529
JG
Professional summary
Jon Michael Greer is a registered financial advisor currently at GSG ADVISORS LLC located in Mount Laurel, New Jersey.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jon has worked at 3 firms and has passed the Series 66 and Series 7 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.
VALENS GROUP LLC/ 307 Fellowship Road, Ste 210 Mt. Laurel NJ 08054/OWNED BY GSG ADVISORS LLC/INDEPENDENT INSUR AGENCY/INVEST RELATED GREER SCOCCA & LAU, LLC/307 Fellowship Road, Ste 210 Mt. Laurel NJ 08054/33% OWNER/LAW FIRM/ATTORNEY/NOT INVEST RELATED GSG ADVISORS, LLC/307 Fellowship Road, Ste 210 Mt. Laurel NJ 08054/33% OWNER/RIA TAHT PREPARES FINANCIAL PLANS & RELATED FEE SERV/INVEST RELATED SAGE VENTURES LLC-C/O GREER SCOCCA & LAU 307 Fellowship Road, Ste 210 Mt. Laurel NJ 08054/REAL ESTATE INVESTMENT PARTNERSHIP/OWNER - GEN PARTNER/INVESTMENT RELATED ALSO HOLDS A NJ REAL ESTATE LICENSE. NON INVESMENT RELATED-RECEIVES COMMISSION SPLITS ON REAL ESTATE SOLD.
CRS (Client Relationship Summary) - RIA
Click below to view Jon Michael Greer'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®
NoneExperience
Current
July 2, 2004 - Present
GSG ADVISORS LLC
Office #1: 307 Fellowship Road Suite 202, Mount Laurel, NJ 08054RIA
CRD#: 131511
Mount Laurel, NJ
Past
August 22, 2006 - May 15, 2009
THE KEYSTONE EQUITIES GROUP, L.P.
BD
CRD#: 127529
MARLTON, NJ
Past
March 18, 2003 - July 30, 2004
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
MOORESTOWN, NJ
Past
February 21, 2003 - July 30, 2004
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
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".
GA
GSG ADVISORS LLC
GSG ADVISORS LLC | LIFE-WEALTH ADVISORY GROUP | GSG ADVISORS, LLC
CRD#: 131511 / SEC#: 801-63239
RIA
Registered Investment Advisory firm - (7/1/2004 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
New Jersey(7/2/2004)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
GA
GSG ADVISORS LLC
GSG ADVISORS LLC | LIFE-WEALTH ADVISORY GROUP | GSG ADVISORS, LLC
CRD#: 131511 / SEC#: 801-63239
RIA
Registered Investment Advisory firm - (7/1/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
307 Fellowship Road Suite 210, Mount Laurel, NJ 08054
Mailing Address
Phone number
(856) 234-9595
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 503 |
| AUM (Assets Under Management) | $ 714,807,528 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/04/2025 | ||
| 01/16/2024 | ||
| 01/30/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
