Jared M Gruccio

LIFE INSURANCE POSITION: N/A NATURE: TO MARKET, PROPOSE, AND SELL INSURANCE PRODUCTS OF OPPOINTED FIRMS. INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 1 START DATE: 03/30/2012 ADDRESS: 30 SO. NEW YORK AVE., ATLANTIC CITY NJ 08401 DESCRIPTION: EDUCATE AND ASSIST CLIENT IN FINDING THE MOST SUITABLE INSURANCE PRODUCT FOR HIS/HER OWN UNIQUE SITUATION. EQUITY-INDEXED ANNUITY POSITION: N/A NATURE: BUSINESS FOR THE BUSINESS MAN INVESTMENT RELATED: YES NUMBER OF HOURS: 30 INVESTMENT RELATED HOURS: 30 START DATE: 03/18/2012 ADDRESS: 30 SO. NEW YORK AVE., ATLANTIC CITY NJ 08401 DESCRIPTION: MARKET/PROPOSE/SELL EQUITY-INDEXED ANNUITIES TO PROSPECTIVE CLIENTS THAT MEET SUITABILITY GREATER VINELAND CHAMBER OF COMMERCE POSITION: Board Member NATURE: Board of Director position--3 yr term INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2018 ADDRESS: 2215 S Delsea Dr, Vineland NJ 08360, United States DESCRIPTION: Attend all Board functions (orientation, planning sessions, retreat, etc.) Serve as the voice for the business community when public policy and proposed regulations threaten to impact the growth of commerce and economic development. CLEMENT TAX SERVICES, LLC, Is Not Investment Related,, "Tax Planning and Consulting Services. Advice that is unrelated to investment planning or advice, which would be separate..", Partner, 2022-02-10,10 hours per month, 0 hours per month during trading hours, Fee Based Compensation, "-Will create a comprehensive written lifetime tax strategy, under the direction of a certified public accountant (CPA) -Tax advice will be created and reviewed by certified tax professionals -Fees will be either hourly, flat-fee, retainer, or negotiated -Services that focus on organizing and reducing future tax liabilities -This is in addition to a financial plan. This is a separate and more comprehensive service than a traditional financial plan. -Consulting on tax planning, tax reduction, and tax mitigation. These tax planning and consulting services are unrelated to investment planning or advice, which would be a separate service offered elsewhere." GRUCCIO FINANCIAL LLC, Is Investment Related, LLC, Owner, 2022-12-01, 40 hours per month, 40 hours per month during trading hours, Commission Compensation, Submitting LLC for OBA approval INTUIT Is Not Investment Related, Assist customers with filing tax returns, Tax Associate, 2024-01-07, 60 hours per month, 0 hours per month during trading hours, Hourly Compensation, "Assist customers with filing tax returns, a virtual (WFH) position."