Gregory BjorkCRD Number: 2967061
Current Firm: Oppenheimer & Company Inc.
Gregory Bjork (CRD# 2967061) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Denver, CO and has over 22 years of experience in the finance industry.
Meridian Wealth Management LLC
Schaefer Financial Management, Inc.
|Oppenheimer & Company Inc.||Denver, CO||Aug 2018 - Current||3|
|Jefferies & Company, Inc.||Chicago, IL||Nov 2004 - Jun 2018||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2018|
Total Assets Under Management22,727MILLIONS
Total Number of Accounts27,780ACCOUNTS
Average Account Value$818,107
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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