GK
CFP · ChFC
GK
CFP · ChFC

Gregory Kibler

38 Years of Experience
Mansfield, OH
2 DisclosuresBroker

Gregory Kibler is a CFP, ChFC-designated registered investment advisor at Janney Montgomery Scott LLC, based in Mansfield, OH, with 38 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

Fee Structure

Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.

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Location

1230 Lexington Avenue, Mansfield, OH, 44907

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2007
Settled
Customer Dispute
February 2004
Denied
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
October 2024 - Present · 1 yr 7 mos
Janney Montgomery Scott LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Kestra Investment Services, LLCBroker
August 2016 - October 2024 · 8 yrs 2 mos
Kestra Advisory Services, LLC
August 2016 - October 2024 · 8 yrs 2 mos
Summit Financial Group INC
January 2014 - August 2016 · 2 yrs 7 mos
Summit Brokerage Services, INC.Broker
January 2014 - August 2016 · 2 yrs 7 mos
MML Investors Services, LLC
September 1999 - February 2014 · 14 yrs 5 mos
MML Investors Services, LLCBroker
April 1991 - February 2014 · 22 yrs 10 mos
Kavanaugh Securities, INC.Broker
March 1989 - April 1991 · 2 yrs 1 mo
Advantage Capital CorporationBroker
January 1988 - March 1989 · 1 yr 2 mos
State Registrations12 states
AZFLGAINKSKYMSNCOHPASCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.