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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mathew Gehri is a financial advisor with Strategic Wealth Investment Group, LLC. John is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. John has been in the financial services industry for 18 years and has a wealth of experience in financial planning, investment management, and portfolio management. John is dedicated to helping clients achieve their financial goals and has a passion for providing personalized financial advice. John has been registered with Strategic Wealth Investment Group, LLC since June 20, 2024. Prior to joining Strategic Wealth Investment Group, LLC, John was a registered representative with MML Investors Services, LLC from January 2023 to May 2023 and Fidelity Brokerage Services LLC from May 2015 to June 2021.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
KY
06/20/2024 - Present
Strategic Wealth Investment Group, LLC (LOUISVILLE KY)
OH
01/23/2023 - 05/10/2023
MML INVESTORS SERVICES, LLC (CINCINNATI OH)
KY
05/18/2015 - 06/04/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
04/20/2015 - 05/04/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST CHESTER OH)
KY
07/20/2005 - 03/30/2015
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 03/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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