John Matthew Gergurich

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → Present
  Scripps Tax &Amp; Financial Group
  San Diego, CA
• 09/2009 → Present
  Capital Analysts Incorporated
  Cincinnati, OH
• 06/2012 → Present
  Lincoln Investment
  San Diego, CA

Previous Registrations

• 2009-09-25 → 2012-06-01
  Cincinnati Analysts, Inc.
  La Jolla, CA
  San Diego, CA
• 2008-10-03 → 2009-09-24
  Avantax Advisory Services
  San Diego, CA
• 2007-10-11 → 2008-09-04
  Osaic Services, Inc.
  San Diego, CA

Other Businesses

INSURANCE POSITION: Agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2007 ADDRESS: 9915 Mira Mesa Blvd., Suite 110, San Diego CA 92131, United States DESCRIPTION: Life Insurance planning, case design, and implementation to the client. SCRIPPS TAX & FINANCIAL GROUP, INC. DBA SCRIPPS WEALTH MANAGEMENT POSITION: CEO/Owner/Professional NATURE: Tax & Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 65 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2006 ADDRESS: 9915 Mira Mesa Blvd., Suite 110, San Diego CA 92131, United States DESCRIPTION: Tax Consultation/Preparation/Planning

Exams

• S66 Uniform Combined State Law Examination
  2007-10-10

Other Names

• John Gergurich