GJ
Gustave J. Jursch
FINANCE WISDOM
Carlsbad, CA
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CRD#: 6605385
GJ
Professional summary
Gustave J Jursch, who also goes by Gus Jursch, Gustave Joseph Jursch, is a registered financial advisor currently at FINANCE WISDOM located in Carlsbad, California and FINALIS SECURITIES LLC located in New York, New York.
Gustave is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Gustave has worked at 3 firms and has passed the Series 65, Series 63, Series 79TO, Series 82TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gus Jursch | Gustave Joseph Jursch
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.) Harborstone Group LLC; Investment-related; 26508 Bryce Road, Valencia, CA, 91354; M&A advisor, investment bank, business consulting.; Partner, President; 08/18/2025; 175; 160; Business consulting and M&A advisor, due diligence 2.) Gus Jursch Consulting; Not investment related; 3051 Corte Trabuco, Carlsbad, CA, 92009; Business Consulting - project management; Consultant/Owner. 03/01/2018; 50; 10; Project management of product development and computer system implementation. 3.) Pinnacle Networks, LLC; Not investment related; 3051 Corte Trabuco, Carlsbad, CA, 92009. App Programming Services, Selling Items online - eBay, Amazon, Kickstarter Etc; Owner, 07/05/2020; 5; 0; Oversee freelance programmers working on client projects, design and procure products for sale online. 4.) Gus Trade, Inc; not investment-related; 3051 Corte Trabuco, Carlsbad, CA, 92009; Futures Trading; Owner; 06/15/2018; 10; 5; Corporation set up for tax purposes associated with future trading account. 5.) Doheny Roads Spirits, LLC; Not investment-related; 7685 Commercial Way Unit F, Henderson, NV 89011; This is a Tequila company selling Tequila under their brand.; Controller12/01/2024; 5 hours per month, 0 during trading hours; I am paid as a consultant to do the accounting function.
CRS (Client Relationship Summary) - RIA
Click below to view Gustave J Jursch'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
November 6, 2024 - Present
FINANCE WISDOM
RIA
CRD#: 325643
Carlsbad, CA
Current
February 28, 2023 - Present
FINALIS SECURITIES LLC
Office #1: 228 Park Ave South Suite 85550, New York, NY 10003BD
CRD#: 305908
New York, NY
Past
February 17, 2016 - August 31, 2017
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(3/1/2023)
IAR
California(11/6/2024)
RR
Oklahoma(5/18/2023)
RR
Texas(4/15/2025)
RR
Utah(10/28/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 4/17/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 82TO
Date: 2/27/2023
Limited Representative-Private Securities OfferingsGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FW
FINANCE WISDOM
FINANCE WISDOM | FINANCE WISDOM LLC
CRD#: 325643 / SEC#:
California
Registered Investment Advisory firm - (4/3/2024 Approved)Colorado
Registered Investment Advisory firm - (3/28/2024 Approved)Florida
Registered Investment Advisory firm - (6/21/2024 Approved)Louisiana
Registered Investment Advisory firm - (4/3/2023 Approved)Nevada
Registered Investment Advisory firm - (3/19/2024 Approved)New Mexico
Registered Investment Advisory firm - (3/30/2023 Approved)Oregon
Registered Investment Advisory firm - (4/24/2023 Approved)Texas
Registered Investment Advisory firm - (4/3/2023 Approved)Washington
Registered Investment Advisory firm - (9/15/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Edgewood, NM
Mailing Address
Po Box 989, Edgewood, NM 87015
Phone number
(505) 217-9444
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 308 |
| AUM (Assets Under Management) | $ 50,029,918 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
