Gregory Kibler
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. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
1230 Lexington Avenue, Mansfield, OH, 44907
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2007Customer Dispute
February 2004Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Kavanaugh Securities, INC.Broker
Advantage Capital CorporationBroker
State Registrations12 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.
Exams
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