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Gregory Jonathan Ritter

Emerson Equity LLC

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About Gregory Jonathan Ritter

Gregory Jonathan Ritter is a financial advisor with Emerson Equity LLC. Gregory has been working in the financial industry since December 28, 2000. Gregory is registered in 11 states and is a registered representative with FINRA. Gregory provides a variety of services, including financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Gregory Ritter is currently registered with Emerson Equity LLC. Emerson Equity LLC is a California-based limited liability company formed in 2003 that provides investment advisory services. With over 200 registered representatives and 70+ investment advisor representatives, the firm manages approximately $176 million in regulatory assets for a range of clients, including individuals, pension plans, and other investment advisors. Their services include financial planning, educational seminars, portfolio management, and selection of other advisors. Emerson Equity focuses on providing comprehensive investment advice to individuals and institutions and specializes in the management of private placement life insurance and insurance dedicated funds. They are registered with the SEC and in all 50 states.
Emerson Equity LLC

155 BOVET ROAD, SUITE 725

SAN MATEO, CA 94402

$176.17M

Assets Under Management

39

Total Clients

165

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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management of private placement life insurance / insurance dedicated funds (single investor private funds)

Management of private placement life insurance / insurance dedicated funds (single investor private funds)

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Ritter’s Registration & Firm History

CA

11/10/2010 - Present

Emerson Equity LLC (SAN MATEO CA)

OH

12/14/2005 - 10/30/2009

CHASE INVESTMENT SERVICES CORP. (DELAWARE OH)

CO

06/21/2005 - 09/23/2005

FIXED INCOME SECURITIES, LP (MONUMENT CO)

NY

01/27/2005 - 06/27/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

06/03/2005 - 06/23/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

MN

12/06/2004 - 01/27/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/06/2004 - 01/27/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

OH

06/07/2001 - 02/17/2004

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

MO

09/11/2000 - 12/07/2000

EDWARD JONES (ST. LOUIS MO)

MA

10/02/1998 - 07/27/2000

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 04/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/01/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gregory Jonathan Ritter. Review regulatory record here.
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