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John Michael Gorlow

Cardiff Park Advisors

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About John Michael Gorlow

John Gorlow is an investment advisor representative for Cardiff Park Advisors. John has been in the financial services industry since 1983 and has a broad range of experience. John is licensed in both California and Texas. John has previously worked at Oppenheimer & Co., Inc., Shearson Lehman Hutton Inc., Smith Barney, Harris Upham & Co., Incorporated, Shearson Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John holds the Series 7 and Series 65 licenses and has passed the Uniform Securities Agent State Law Examination. John has a strong track record of success in providing financial advice to individuals, families, and charitable organizations.

Firm Information

John Gorlow is currently registered with Cardiff Park Advisors. Cardiff Park Advisors is an investment advisor headquartered in . The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Cardiff Park Advisors offers financial planning and portfolio management services.

$2.48B

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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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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fixed fees

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

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John Gorlow’s Registration & Firm History

CA

05/04/2006 - Present

Cardiff Park Advisors (CARDIFF BY THE SEA CA)

NY

09/14/1994 - 08/15/1996

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

NY

02/02/1990 - 09/21/1994

OPPENHEIMER & CO., INC. (NEW YORK NY)

NY

03/25/1987 - 02/20/1990

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

NY

12/01/1986 - 04/06/1987

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)

NY

02/12/1985 - 12/22/1986

SHEARSON LEHMAN BROTHERS INC. (NEW YORK NY)

NA

08/23/1983 - 01/31/1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 09/18/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Gorlow.
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