Gregory Weisheit (CRD# 3275372) is an Investment Advisor Representative working at Gjw Investment Adviser LLC in Medina, OH and has over 22 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lisamarie Payroll | Medina, OH | Jun 2018 - Current | 5 |
| Beaconsfield Financial Services Inc. | Canonsburg, PA | Jan 2011 - Current | 13 |
| Gjw Investment Adviser LLC | Medina, OH | Feb 2005 - Current | 19 |
| Gregory J. Weisheit Cpa Inc. | Medina, OH | Oct 1980 - Current | 43 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
- OH
- TX
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$167,042
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH, TX
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