GW
PFS
GW
PFS

Gregory Weisheit

26 Years of Experience
Medina, OH
Broker

Gregory Weisheit is a PFS-designated registered investment advisor, based in Medina, OH, with 26 years of industry experience.

Location

Medina, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gregory is the 100% owner of GJW Investment Advice, LLC, a registered investment advisor, spending nearly full-time on this. He also owns Gregory J. Weisheit CPA, an accounting business, dedicating nearly full-time to it, and is a part-owner of Lisamarie Payroll, with no active duties.

Employment History
Current Registrations
Beaconsfield Financial Services, INC.
January 2011 - Present · 15 yrs 4 mos
Beaconsfield Financial Services, INC.Broker
January 2011 - Present · 15 yrs 4 mos
Gjw Investment Adviser LLC
August 2005 - Present · 20 yrs 9 mos
Previous Registrations
Xtent Financial Group, INC.Broker
January 2009 - January 2011 · 2 yrs
Fortune Financial Services, INC.Broker
January 2006 - December 2008 · 2 yrs 11 mos
1st Global Advisors INC
December 2004 - December 2005 · 1 yr
1st Global Capital CORP.Broker
December 2004 - December 2005 · 1 yr
Mony Securities Corporation
December 2003 - December 2004 · 1 yr
Mony Securities CorporationBroker
December 2003 - December 2004 · 1 yr
Trusted Advisors
July 2003 - December 2003 · 5 mos
Trusted Securities Advisors CORP.Broker
October 1999 - December 2003 · 4 yrs 2 mos
State Registrations1 state
OH
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.
Gregory Weisheit - Financial Advisor | TrueAdvisor