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John Randolph Gepfert

NEW England Retirement Consultants, LLC

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About John Randolph Gepfert

John Randolph Gepfert is an investment advisor representative with New England Retirement Consultants, LLC, based in Boston, MA. John has been in the industry since 1996 and has experience with Russell Institutional Services Inc., Russell Financial Services, Inc., and Metropolitan Life Insurance Company. John holds Series 63, Series 65, Series 7 and Series 26 securities licenses. John also owns Culpepper RFP, LLC, and is a Managing Partner of Cybersecurity, LLC.

Firm Information

John Gepfert is currently registered with NEW England Retirement Consultants, LLC. NEW England Retirement Consultants, LLC, headquartered in Boston, MA, is an investment advisor that provides pension consulting services. They manage over $1 billion in assets, primarily for pension and profit-sharing plans. The firm is registered with the SEC and has one licensed agent, three investment adviser representatives, and one adviser representative for other investment advisers.
NEW England Retirement Consultants, LLC

75 STATE STREET

BOSTON, MA 02109

$1.79B

Assets Under Management

12

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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John Gepfert’s Registration & Firm History

MA

04/11/2013 - Present

NEW England Retirement Consultants, LLC (BOSTON MA)

NY

01/01/2008 - 11/03/2008

RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (NEW YORK NY)

CT

07/01/2004 - 01/01/2008

RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS (SOUTHPORT CT)

WA

03/25/2002 - 08/06/2004

RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)

MA

11/19/1998 - 04/06/2001

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/19/1998 - 04/06/2001

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

12/11/1997 - 08/06/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

12/17/1996 - 08/29/1997

BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/04/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/16/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Randolph Gepfert.
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