John Gepfert, financial advisor Boston MA

John Gepfert

CRD Number: 2794125
Current Firm: New England Retirement Consultants, LLC

John Gepfert (CRD# 2794125) is an Investment Advisor Representative working at New England Retirement Consultants, LLC in Boston, MA and has over 27 years of experience in the finance industry.

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Stonehearth Capital Management
Company Name Location Dates Years
Culpepper Group LLC Fairfield, CT Jan 2009 - Current 15
Russell Fund Distributors, Inc., Part Of Russell Investments Southport, CT Jan 2008 - Current 16
Frank Russell Capital Inc. Tacoma, WA Jul 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for John R. Gepfert
Phone Number: (617) 535- 6946
Firm Website: http://www.ne-rc.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,794
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,793,515,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States

CT, MA, ME, NH

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