JG
JG

John Henry Geringer

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
N/A
Firm Size
18 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$9.4B

Fee Structure

Minimum Investment:$20M
Financial Planning:Investment management only
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Location

53 State Street, 23rd Floor, Boston, MA, 02109-2820

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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

John is the Vice President of Geringer Group, Inc., an S-Corp providing professional business coaching for small business owners since 2015. This takes about a quarter of John's time, split evenly between trading hours and after trading hours.

Employment History
Current Registrations
Shepherd Kaplan LLC
October 2020 - Present · 5 yrs 4 mos
Peak Capital Management, LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Cedrus
November 2014 - December 2018 · 4 yrs 1 mo
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.