Jori Guzhuna
GUZHUNA ASSET MANAGEMENT | Founder & CEO
NEW YORK, NY 10007
CRD#: 7432397
Professional summary
Jori Guzhuna is a Global Wealth Advisor and founder of Guzhuna Financial Group, an independent, registered investment advisory firm serving a select clientele of entrepreneurs, executives, and multi-generational families. His philosophy is rooted in a disciplined bottom-up approach to wealth management. Every client engagement begins with risk management and asset protection—ensuring the foundation is secure—followed by strategic tax mitigation. From there, planning expands into investment strategy, capital deployment, and long-term legacy design. Operating under a fiduciary standard, Jori provides objective, conflict-free advice with no proprietary products or commission-driven incentives. His work integrates institutional-grade investment access with advanced planning techniques, enabling clients to preserve, grow, and transfer wealth with precision. Jori got recognized for implementing sophisticated investment strategies typically reserved for institutional environments. These strategies are designed to enhance efficiency, manage downside exposure, and create more controlled outcomes across varying market conditions—while remaining aligned with each client’s overall risk profile and objectives. Known for discretion and strategic clarity, Jori architects comprehensive financial structures designed to withstand complexity and deliver enduring results across generations. Licenses held: Finra: Series 7, Series 24, Series 63 and Series 65 Life accident and health Property and Casualty
Core Areas of Focus
Advanced Tax Planning
Charitable Giving and Philanthropic Planning
Tax Sensitive Investing
Client Tip
Having the correct structure setup will eliminate 70% of your tax liability. The 30% is the easy part.
Biography
Jori Guzhuna is a Financial Consultant with experience in wealth management, retirement planning, and estate planning. He has extensive knowledge in financial matters, including tax mitigation strategies, insurance, business solutions, and sophisticated strategies. Jori is the founder of Guzhuna Financial Group, a boutique wealth management firm dedicated to providing the highest quality of service and helping clients pursue their financial objectives. He is a reliable and trustworthy advisor who is passionate about delivering customized solutions tailored to each individual’s unique needs and life goals.
Question & Answer
What makes you the best choice for clients?
Jori delivers institutional-grade strategies with a fiduciary mindset—no conflicts, no product pushing. Clients get tailored, tax-efficient structures and disciplined execution designed to preserve, grow, and protect wealth across generations.
What are your service offerings?
Retirement Planning
Investment Strategies
Tax Planning
Financial Planning
Risk Management & Insurance
Which demographics do you typically serve?
Baby Boomers (60-78)
Gen X (44-59)
Gen Y (28-43)
What is your current number of clients?
Under 50
What is your minimum asset requirement?
1M
How do you get paid?
Percentage of Assets
Fixed / Negotiated Fee
Hourly
Commission
Are you a "fiduciary"?
Yes
Personal quote
The world goes where the audacious lead it.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jori Guzhuna'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®
NoneEducation
NYU Stern School Of Business
Experience
Current
March 16, 2026 - Present
GUZHUNA ASSET MANAGEMENT
Office #1: 100 Church Street Suite 841, New York, NY 10007RIA
CRD#: 338969
NEW YORK, NY
Past
March 1, 2023 - July 25, 2024
AMERITAS ADVISORY SERVICES, LLC
RIA
CRD#: 317245
New York, NY
Past
March 1, 2023 - July 25, 2024
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
New York, NY
Past
September 26, 2022 - November 15, 2022
EQUITY SERVICES, INC.
RIA
CRD#: 265
NEW YORK, NY
Past
September 26, 2022 - November 15, 2022
EQUITY SERVICES, INC.
BD
CRD#: 265
NEW YORK, NY
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 York(3/16/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/26/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Current Firm
GA
GUZHUNA ASSET MANAGEMENT
GUZHUNA ASSET MANAGEMENT | GUZHUNA ASSET MANAGEMENT LLC
CRD#: 338969 / SEC#:
New York
Registered Investment Advisory firm - (3/16/2026 Approved)PREMIUM
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Contact information
Main Address
100 Church Street Suite 841, New York, NY 10007
Mailing Address
99 Wall Street Suite 2018, New York, NY 10005
Phone number
(212) 812-2494
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
GUZHUNA ASSET MANAGEMENT
Founder & CEOCRD#: 338969New York, NY 10007TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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