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JG

John D. Gira

GIRA & GIRA INVESTMENT ADVISORS LLC
Harrisonburg, VA 22801
Some features on this profile are disabled
CRD#: 5349766
JG

Professional summary


John David Gira III, who also goes by John Gira, is a registered financial advisor currently at GIRA & GIRA INVESTMENT ADVISORS LLC located in Harrisonburg, Virginia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Gira

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 John David Gira III'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

June 25, 2013 - Present

GIRA & GIRA INVESTMENT ADVISORS LLC

Office #1: 316 Neff Ave., Harrisonburg, VA 22801
RIA
CRD#: 167813
Harrisonburg, VA
Past

November 11, 2008 - June 24, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
HARRISONBURG, VA
Past

August 4, 2008 - June 24, 2013

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
HARRISONBURG, VA

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
Florida
(8/2/2013)
IAR
Louisiana
(10/2/2017)
IAR
New York
(9/25/2023)
IAR
Texas
(9/29/2017)
IAR
Virginia
(6/25/2013)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/30/2008
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


G&
GIRA & GIRA INVESTMENT ADVISORS LLC
GIRA & GIRA INVESTMENT ADVISORS LLC | HANLEY CAPITAL ADVISORS LLC

CRD#: 167813 / SEC#:

Florida
Registered Investment Advisory firm - (7/26/2013 Approved)
Louisiana
Registered Investment Advisory firm - (10/2/2017 Approved)
New Jersey
Registered Investment Advisory firm - (12/11/2014 Terminated)
New York
Registered Investment Advisory firm - (7/23/2013 Approved)
North Carolina
Registered Investment Advisory firm - (9/18/2014 Terminated)
Texas
Registered Investment Advisory firm - (9/29/2017 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (6/14/2013 Approved)
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Contact information


Main Address
316 Neff Ave., Harrisonburg, VA 22801
Mailing Address
Phone number
(540) 433-7600
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts394
AUM (Assets Under Management)$ 104,261,590

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


GIRA & GIRA INVESTMENT ADVISORS LLC

CRD#: 167813Harrisonburg, VA 22801

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