JS
John G. Stalega
JGS WEALTH MANAGEMENT
COLCHESTER, CT 06415
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CRD#: 5829128
JS
Professional summary
John Gregory Stalega is a registered financial advisor currently at JGS WEALTH MANAGEMENT, LLC located in Colchester, Connecticut.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 1 firm and has passed the Series 65 exam.
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.
NAME: JOHN G. STALEGA, CPA,PFS
ADDRESS: 79A NORWICH AVE, COLCHESTER, CT 06415
NATURE: TAX PREPARATION & PLANNING AND ACCOUNTING SERVICES TO INDIVIDUALS & SMALL BUSINESSES. INVESTMENT ADVICE IS PROVIDED OCASSIONALLY AS AN INCIDENTAL SERVICE.
POSITION: I, JOHN STALEGA, AM THE SOLE-PROPRIETOR OWNER OF JOHN G. STALEGA, CPA, PFS AND AS SUCH PROVIDE ALL SERVICES.
START DATE: MAY 2005
HOURS PER MONTH: CURRENTLY SPEND APPROXIMATELY 180 HOURS AN AVERAGE.
HOURS DURING TRADING HOURS: CURRENTLY SPEND APPROXIMATELY 6 HOURS ON AVERAGE.
CRS (Client Relationship Summary) - RIA
Click below to view John Gregory Stalega'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
January 20, 2011 - Present
JGS WEALTH MANAGEMENT, LLC
Office #1: 79 A Norwich Avenue, Colchester, CT 06415RIA
CRD#: 154646
COLCHESTER, CT
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
Connecticut(1/20/2011)
Current Firm
JW
JGS WEALTH MANAGEMENT, LLC
JGS WEALTH MANAGEMENT, LLC
CRD#: 154646 / SEC#:
Connecticut
Registered Investment Advisory firm - (1/20/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
79a Norwich Ave., Colchester, CT 06415
Mailing Address
Phone number
(860) 537-9922
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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