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JG

John A. Geresi

RHAME & GORRELL WEALTH MANAGEMENT
The Woodlands, TX 77380
Some features on this profile are disabled
CRD#: 6901578
JG

Professional summary

John Alexander Geresi, who also goes by John Geresi, is a registered financial advisor currently at RHAME & GORRELL WEALTH MANAGEMENT located in The Woodlands, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Geresi

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.
I receive salary and bonuses based on the number of new accounts that our advisors open. I am a scheduling coordinator who connects interested parties (prospective clients) with members of our wealth management advisory team; if one of the prospective clients becomes a client, I receive a bonus.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Alexander Geresi's CRS (Customer Relationship Summary).
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

September 17, 2025 - Present

RHAME & GORRELL WEALTH MANAGEMENT

Office #1: 1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380
RIA
CRD#: 283027
The Woodlands, TX
Past

September 8, 2020 - June 11, 2025

WILLIS JOHNSON & ASSOCIATES, INC.

RIA
CRD#: 119759
HOUSTON, TX
Past

November 26, 2018 - October 29, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEWPORT BEACH, CA
Past

November 26, 2018 - October 29, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEWPORT BEACH, CA
Past

May 10, 2018 - November 13, 2018

EDWARD JONES

RIA
CRD#: 250
EL SEGUNDO, CA
Past

April 5, 2018 - November 13, 2018

EDWARD JONES

BD
CRD#: 250
EL SEGUNDO, CA

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".
R&
RHAME & GORRELL WEALTH MANAGEMENT
ODILIA ADVISORS, LLC | RHAME & GORRELL WEALTH MANAGEMENT, LLC | RHAME & GORRELL WEALTH MANAGEMENT

CRD#: 283027 / SEC#: 801-107332

RIA
Registered Investment Advisory firm - (3/1/2016 Approved)

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
Texas
(9/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/9/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/5/2018
General Securities Representative Examination

Current Firm

R&
RHAME & GORRELL WEALTH MANAGEMENT
ODILIA ADVISORS, LLC | RHAME & GORRELL WEALTH MANAGEMENT, LLC | RHAME & GORRELL WEALTH MANAGEMENT

CRD#: 283027 / SEC#: 801-107332

RIA
Registered Investment Advisory firm - (3/1/2016 Approved)
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Contact information

Main Address
1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380
Mailing Address
Phone number
(832) 789-1100
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR RHAME & GORRELL WEALTH MANAGEMENT, LLC (10/8/2025)

Regulatory assets under management

Total Number of Accounts2,281
AUM (Assets Under Management)$ 1,001,369,575

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.

Company Information

RHAME & GORRELL WEALTH MANAGEMENT

CRD#: 283027The Woodlands, TX 77380

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