Juan Celso Gepigon (CRD# 7384502) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 2 years of experience in the finance industry.
CRD# 6147027
Esi Financial Advisors
CRD# 5824377
Edward Jones
CRD# 5624939
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Montpelier, VT | Jan 2022 - Current | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2021 - Jan 2022 | < 1 |
| Northwestern Mutual Investment Services LLC | Manchester, NH | Sep 2021 - Jan 2022 | < 1 |
| Us Army | Fort Huachuca, AZ | Mar 2018 - Sep 2021 | 3 |
| Robert Half Staffing | Manchester, NH | Sep 2017 - Feb 2018 | < 1 |
| Havenwood Heritage Heights | Concord, NH | Jun 2017 - Aug 2017 | < 1 |
| Pharmerica | Concord, NH | Feb 2017 - May 2017 | < 1 |
| 99 Restaurant | Tilton, NH | Jul 2016 - Jan 2017 | < 1 |
| Plymouth State University | Plymouth, NH | May 2011 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2021 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- VT
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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