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Gregory Richard St. John

St. John & Associates, INC.
22 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
St. John & Associates, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
153 clients
Average Client Portfolio
$759K average
Assets Under Management
$116.1M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Contact

GJ
Gregory Richard St. John

Location

500 Sun Valley Drive, Suite D-3, Roswell, GA, 30076

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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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Employment History
Current Registrations
St. John & Associates, INC.
March 2003 - Present · 22 yrs 11 mos
State Registrations2 states
FLGA
Advisor
Exams
No exam information available for this advisor.
GJ
Contact
Gregory Richard St. John
Gregory Richard St. John - Financial Advisor | TrueAdvisor