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John Gregory Stalega

JGS Wealth Management, LLC

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About John Gregory Stalega

John Stalega is an investment advisor representative with JGS Wealth Management, LLC, a Registered Investment Advisor (RIA) firm located in Colchester, CT. John Stalega has been a registered Investment Advisor Representative since January 20, 2011. John Stalega also owns John G. Stalega, CPA, PFS, a tax preparation and planning firm. John Stalega holds the Series 65 license and is a Personal Financial Specialist.

Firm Information

John Stalega is currently registered with JGS Wealth Management, LLC. JGS Wealth Management, LLC is an investment advisory firm providing financial planning and portfolio management services for individuals. They also offer selection of other advisers.

Not reported

Assets Under Management

Not reported

Total Clients

1

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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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.

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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percentage of assets

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

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other

Financial planning fees based on complexity of plan

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John Stalega’s Registration & Firm History

CT

01/20/2011 - Present

JGS Wealth Management, LLC (COLCHESTER CT)

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Licenses & Designations

IA

Issued 01/07/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Gregory Stalega.
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