J. Gregory Banks, financial advisor Wilkes-Barre PA
93 score

J. Gregory Banks

CRD Number: 5455128
Current Firm: Jacobi Capital Management, LLC

J. Gregory Banks (CRD# 5455128) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Wilkes-Barre, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Wilkes-barre, PA Sep 2012 - Current 4
Jacobi Capital Management, LLC Wilkes-barre, PA Sep 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilkes-barre, PA Sep 2009 - Sep 2012 3
Metropolitan Securities Inc. Moosic, PA Dec 2007 - Sep 2009 1
Personalized Fitness Dallas, PA Sep 2005 - Nov 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for J. Gregory Banks
Phone Number: 570-826-1801
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    344
    MILLIONS
  • Total Number of Accounts
    1,715
    ACCOUNTS
  • Average Account Value
    $200,817
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, GA, MD, NH, NJ, NY, OH, PA, SC, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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