JB
Joseph R. Borowski
GBQ WEALTH ADVISORY
Columbus, OH 43215
Some features on this profile are disabled
CRD#: 7873893
JB
Professional summary
Joseph Robert Borowski is a registered financial advisor currently at GBQ WEALTH ADVISORY, LLC located in Columbus, Ohio.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Joseph has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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 Joseph Robert Borowski'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 20, 2024 - Present
GBQ WEALTH ADVISORY, LLC
Office #1: 230 West Street Suite 700, Columbus, OH 43215RIA
CRD#: 324677
Columbus, 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(3/20/2024)
Exams
Current Firm
GW
GBQ WEALTH ADVISORY, LLC
GBQ WEALTH ADVISORY, LLC
CRD#: 324677 / SEC#:
Ohio
Registered Investment Advisory firm - (11/13/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
230 West Street Suite 700, Columbus, OH 43215
Mailing Address
Phone number
(614) 221-1120
Established
Firm type
Fiscal year end
# of Employees
6
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.
