GL
GL

Gregory Andrew Ledesma

25 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
27 clients
Average Client Portfolio
$431.5M average
Assets Under Management
$11.6B

Fee Structure

Financial Planning:Investment management only
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Location

Grand Junction, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gregory works as a consultant for Gregory A. Ledesma Consulting, LLC, providing general business, marketing, and business development strategies consulting. This takes a few hours per week and does not conflict with his Ascensus business hours.

Employment History
Current Registrations
Ascensus Investment Advisors, LLC
April 2025 - Present · 10 mos
Ascensus Broker Dealer Services, LLC
January 2025 - Present · 1 yr 1 mo
Ascensus Broker Dealer Services, LLCBroker
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
September 2021 - December 2024 · 3 yrs 3 mos
Fidelity Brokerage Services LLCBroker
July 2021 - December 2024 · 3 yrs 5 mos
Invesco Distributors, INC.Broker
May 2019 - October 2020 · 1 yr 5 mos
Oppenheimerfunds Distributor, INC.Broker
February 2007 - May 2019 · 12 yrs 3 mos
Dreyfus Service CorporationBroker
February 2002 - January 2004 · 1 yr 11 mos
Conseco Equity Sales, INC.Broker
November 1999 - November 2000 · 1 yr
Sei Investments Distribution CO.Broker
August 1998 - January 1999 · 5 mos
Invesco Distributors, INC.Broker
April 1994 - January 1998 · 3 yrs 9 mos
First Investors CorporationBroker
May 1986 - September 1986 · 4 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.