Jerome Gregory
Jerome Gregory is a registered investment advisor at VALIC Financial Advisors, INC., based in Mount Laurel, NJ, with 6 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
307 Fellowship Road, Suite 205, Mount Laurel, NJ, 08054
Get directionsHistory
Regulatory History (2)
Criminal
November 1991Criminal
December 1974Other Business ActivitiesSells Insurance
Jerome provides after-hours customer and sales support for CMIT Solutions of Princeton, an IT services provider, dedicating about 10-20% of his time. He also works as an agent for AGIA selling non-securities insurance products, spending a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Allstate Financial Services, LLCBroker
Pruco Securities, LLC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.