JG
James P. Gregg
WEALTH FOUNDATIONS PARTNERS
Saint Clairsville, OH 43950
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CRD#: 5947801
JG
James Patrick GreggWEALTH FOUNDATIONS PARTNERS
Professional summary
James Patrick Gregg, who also goes by James P. Gregg, James Gregg, is a registered financial advisor currently at WEALTH FOUNDATIONS PARTNERS, LLC located in Saint Clairsville, Ohio.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. James has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Always Fiduciary
Aliases
James P. Gregg | James Gregg
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.
[1] GREGG & ASSOCIATES, LLC SINCE 01-16-2007 D/B/A GREGG'S TAX SERVICE AS OF 01-26-2011; NOT INVESTMENT RELATED; ADDRESS: 46425 NATIONAL ROAD WEST, SAINT CLAIRSVILLE, OH 43950; NATURE: ACCOUNTING; POSITION: MANAGING MEMBER AND ACCOUNTANT; STARTED: 01-16-2007; APPROX. 40 HRS/MO; APPROX. 4O HRS/MO DURING TRADING HRS; RESPONSIBILITITES: PREPARE TAX RETURNS, PROVIDE TAX CONSULTING AND BOOKKEEPING. [2] INTOUCH INSURANCE GROUP, LLC; NOT INVESTMENT RELATED; ADDRESS: 46425 NATIONAL ROAD WEST, SAINT CLAIRSVILLE, OH 43950; NATURE: INSURANCE; POSITION: MANAGING MEMEBER AND INSURANCE AGENT; STARTED: 06-18-2013; APPROX. 40 HRS/MO; APPROX. 40 HRS/MO DURING TRADING HRS; RESPONSIBILITIES: MANAGE BUSINESS OPERATIONS, PROSPECT-EDUCATE-SELL MEDICARE SUPPLEMENTAL INSURANCE PLANS.
CRS (Client Relationship Summary) - RIA
Click below to view James Patrick Gregg'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
March 14, 2025 - Present
WEALTH FOUNDATIONS PARTNERS, LLC
Office #1: 46425 National Rd West, Saint Clairsville, OH 43950RIA
CRD#: 330999
Saint Clairsville, OH
Past
February 25, 2021 - April 28, 2025
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
SAINT CLAIRSVILLE, OH
Past
July 3, 2013 - December 31, 2021
INTOUCH ADVISORS, LLC
RIA
CRD#: 168051
ST. CLAIRSVILLE, OH
Past
May 8, 2013 - June 24, 2013
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
MINNEAPOLIS, MN
Past
August 16, 2011 - June 24, 2013
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
BETHESDA, OH
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".
WF
WEALTH FOUNDATIONS PARTNERS, LLC
WEALTH FOUNDATIONS | WEALTH FOUNDATIONS PARTNERS, LLC
CRD#: 330999 / SEC#: 801-136494
RIA
Registered Investment Advisory firm - (6/12/2026 Approved)California
Registered Investment Advisory firm - (8/6/2026 Terminated)Colorado
Registered Investment Advisory firm - (7/7/2026 Terminated)Idaho
Registered Investment Advisory firm - (7/2/2026 Terminated)North Carolina
Registered Investment Advisory firm - (7/8/2026 Terminated)Ohio
Registered Investment Advisory firm - (7/7/2026 Terminated)South Carolina
Registered Investment Advisory firm - (7/7/2026 Terminated)Texas
Registered Investment Advisory firm - (7/7/2026 Terminated)Utah
Registered Investment Advisory firm - (7/7/2026 Terminated)West Virginia
Registered Investment Advisory firm - (7/7/2026 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(3/14/2025)
IAR
West Virginia(10/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
WF
WEALTH FOUNDATIONS PARTNERS, LLC
WEALTH FOUNDATIONS | WEALTH FOUNDATIONS PARTNERS, LLC
CRD#: 330999 / SEC#: 801-136494
RIA
Registered Investment Advisory firm - (6/12/2026 Approved)California
Registered Investment Advisory firm - (8/6/2026 Terminated)Colorado
Registered Investment Advisory firm - (7/7/2026 Terminated)Idaho
Registered Investment Advisory firm - (7/2/2026 Terminated)North Carolina
Registered Investment Advisory firm - (7/8/2026 Terminated)Ohio
Registered Investment Advisory firm - (7/7/2026 Terminated)South Carolina
Registered Investment Advisory firm - (7/7/2026 Terminated)Texas
Registered Investment Advisory firm - (7/7/2026 Terminated)Utah
Registered Investment Advisory firm - (7/7/2026 Terminated)West Virginia
Registered Investment Advisory firm - (7/7/2026 Terminated)Loading...
Contact information
Main Address
50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101
Mailing Address
Phone number
(888) 785-0020
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 390 |
| AUM (Assets Under Management) | $ 110,501,385 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
