JG
Jared M. Gruccio
ADVICE TO THRIVE
Hammonton, NJ
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CRD#: 5935705
JG
Jared M GruccioADVICE TO THRIVE
Professional summary
Jared M Gruccio is a registered financial advisor currently at ADVICE TO THRIVE located in Hammonton, New Jersey.
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jared has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Always Fiduciary
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.
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."
CRS (Client Relationship Summary) - RIA
Click below to view Jared M Gruccio'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 23, 2026 - Present
ADVICE TO THRIVE
RIA
CRD#: 337444
Hammonton, NJ
Past
August 23, 2013 - January 27, 2026
GWN SECURITIES INC.
RIA
CRD#: 128929
HAMMOND, NJ
Past
March 19, 2012 - January 27, 2026
GWN SECURITIES INC.
BD
CRD#: 128929
HAMMONTON, NJ
Past
August 16, 2011 - February 17, 2012
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
VINELAND, NJ
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(1/23/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AT
ADVICE TO THRIVE
ADVICE TO THRIVE | GRUCCIO FINANCIAL LLC
CRD#: 337444 / SEC#:
New Jersey
Registered Investment Advisory firm - (1/23/2026 Approved)Loading...
Contact information
Main Address
Hammonton, NJ
Mailing Address
Phone number
(609) 833-7386
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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