Jon Greer, financial advisor Mount Laurel NJ

Jon Greer

CRD Number: 4634529
Current Firm: Gsg Advisors LLC

Jon Greer (CRD# 4634529) is an Investment Advisor Representative working at Gsg Advisors LLC in Mount Laurel, NJ and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Greer, Scocca & Lau LLC Mt Laurel, NJ May 2003 - Current 20
Gsg Advisors LLC Mt Laurel, NJ Jul 2002 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Jon M. Greer
Phone Number: 856-234-9595
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    559
    MILLIONS
  • Total Number of Accounts
    477
    ACCOUNTS
  • Average Account Value
    $1,172,557
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NJ, PA

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