James P. Gregg

WEALTH FOUNDATIONS PARTNERS

Saint Clairsville, OH 43950

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CRD#: 5947801

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.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Blog Corner

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®

None

Experience

Current

March 14, 2025 - Present

WEALTH FOUNDATIONS PARTNERS, LLC

Office #1: 46425 National Rd West, Saint Clairsville, OH 43950Office #2: 46425 National Rd West, Saint Clairsville, OH 43950

RIA

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

CRD#: 43100

BETHESDA, OH

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/15/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/30/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/15/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEALTH FOUNDATIONS PARTNERS, LLC

WEALTH FOUNDATIONS | WEALTH FOUNDATIONS PARTNERS, LLC

CRD#: 330999 / SEC#:

Colorado

Registered Investment Advisory firm - (6/16/2025 Approved)

Idaho

Registered Investment Advisory firm - (10/15/2025 Approved)

North Carolina

Registered Investment Advisory firm - (7/2/2025 Approved)

Ohio

Registered Investment Advisory firm - (11/20/2024 Approved)

Texas

Registered Investment Advisory firm - (4/8/2025 Conditional Restricted)

Utah

Registered Investment Advisory firm - (11/20/2024 Approved)

West Virginia

Registered Investment Advisory firm - (10/6/2025 Approved)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	316
AUM (Assets Under Management)	$ 92,107,877

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.

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James P. Gregg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Patrick Gregg's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH FOUNDATIONS PARTNERS, LLC

GLOBAL VIEW CAPITAL MANAGEMENT LLC

INTOUCH ADVISORS, LLC

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2013

Series 63

Date: 8/30/2012

Series 6

Date: 8/15/2011

Current Firm

WEALTH FOUNDATIONS PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH FOUNDATIONS PARTNERS, LLC

TRUST BUT VERIFY

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