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John Mathew Gehri

John M. Gehri

STRATEGIC WEALTH INVESTMENT GROUP
Mason, OH 45040
Some features on this profile are disabled
CRD#: 4980590
John Mathew Gehri

Professional summary

John Mathew Gehri, CFP®, who also goes by John Gehri, is a registered financial advisor currently at STRATEGIC WEALTH INVESTMENT GROUP, LLC located in Mason, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John has worked at 7 firms and has passed the Series 65, Series 66, Series 63, Series 7TO, Series 99TO, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Gehri

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.
John M Gehri, not investment related, 8216 Pinkerton Glendale, Westchester, OH 45019, Tax, Sole Partner, start date 6/2024, approx hours a month- 20, 0 hours during trading, Tax filing service.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Mathew Gehri'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: 2016

Experience

Current

June 20, 2024 - Present

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Office #1: 5181 Natorp Blvd Suite 100, Mason, OH 45040
RIA
CRD#: 165474
Mason, OH
Past

May 16, 2023 - June 14, 2024

9258 WEALTH MANAGEMENT, LLC

RIA
CRD#: 290693
BLUE ASH, OH
Past

January 24, 2023 - May 10, 2023

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
CINCINNATI, OH
Past

January 23, 2023 - May 10, 2023

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CINCINNATI, OH
Past

June 9, 2021 - January 24, 2023

HARVEST FINANCIAL ADVISORS, LLC

RIA
CRD#: 145552
WEST CHESTER, OH
Past

May 18, 2015 - June 4, 2021

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
COVINGTON, KY
Past

April 23, 2015 - May 4, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
WEST CHESTER, OH
Past

April 20, 2015 - May 4, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
WEST CHESTER, OH
Past

January 6, 2011 - March 31, 2015

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
COVINGTON, KY
Past

July 20, 2005 - March 30, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
COVINGTON, KY

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".
SW
STRATEGIC WEALTH INVESTMENT GROUP, LLC
STRATEGIC WEALTH DESIGNERS | STRATEGIC WEALTH INVESTMENT GROUP, LLC | STRATEGIC WEALTH DESIGNERS, LLC

CRD#: 165474 / SEC#: 801-117642

RIA
Registered Investment Advisory firm - (11/14/2019 Approved)
Indiana
Registered Investment Advisory firm - (11/20/2019 Terminated)
Kentucky
Registered Investment Advisory firm - (11/25/2019 Terminated)
Ohio
Registered Investment Advisory firm - (11/20/2019 Terminated)

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
(6/20/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/27/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/5/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/25/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/2/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 7/2/2022
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 7/2/2022
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/2/2022
General Securities Sales Supervisor - Options Module Examination

Current Firm

SW
STRATEGIC WEALTH INVESTMENT GROUP, LLC
STRATEGIC WEALTH DESIGNERS | STRATEGIC WEALTH INVESTMENT GROUP, LLC | STRATEGIC WEALTH DESIGNERS, LLC

CRD#: 165474 / SEC#: 801-117642

RIA
Registered Investment Advisory firm - (11/14/2019 Approved)
Indiana
Registered Investment Advisory firm - (11/20/2019 Terminated)
Kentucky
Registered Investment Advisory firm - (11/25/2019 Terminated)
Ohio
Registered Investment Advisory firm - (11/20/2019 Terminated)
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Contact information

Main Address
Louisville, KY
Mailing Address
Phone number
(502) 412-3354
Established
Firm type
Fiscal year end
# of Employees
88

SEC notice filing (38 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 2A (9/30/2025)

Regulatory assets under management

Total Number of Accounts7,626
AUM (Assets Under Management)$ 1,110,956,980

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

STRATEGIC WEALTH INVESTMENT GROUP, LLC

CRD#: 165474Mason, OH 45040

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