John James Gray

Current Employers

Employment History

• 08/2015 → 09/2025
  Avantax Advisory Services
  Canton, NY
• 09/2015 → 09/2025
  Avantax Investment Services, Inc.
  Canton, NY
• 01/2015 → 06/2017
  Hoffman Eells & Gray Cpas, P.C.
  Canton, NY
• 01/2013 → Present
  Fiduciary Trust
  Canton, NY
• 08/2017 → Present
  Gray & Gray Associates Cpas Pc
  Canton, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Potsdam, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2026 → Present
  G & G Advisors, Llc Dba Gray & Sergi Wealth Management Group
  Potsdam, NY

Previous Registrations

• 2021-08-21 → 2025-09-05
  Avantax Advisory Services
  Canton, NY

Other Businesses

1) Fiduciary Appointment-Trustee~One Main Street, Suite 101~Canton~NY~13617~1/1/2013~1hrs~1hrs~Prepare income tax return for the trust, oversee bookkeeping, depositing rental income and paying related bills 2) G & G Advisors, LLC~One Main Street, Suite 101~Canton~NY~13617~Finance~Partner/General Partner~8/28/2017~8hrs~8hrs~Meet with clients interested in financial services 3) Gray & Gray and Associates CPAs, P.C.~One Main Street, Suite 101~Canton~NY~13617~Accounting~Partner/General Partner~8/29/2017~175hrs~160hrs~Manage book of client business and firm administration 4) Rushton Place LLC~One Main Street, Suite 101~Canton~NY~13617~Real Estate~Partner/General Partner~1/1/2010~5hrs~0hrs~Management of Real Estate, Accounting and Tax Preparation 5) Canton Capital Resource Corporation~'NIR'~60 Main Street~Canton~NY~13617~Board Position/Officer~Other~1/7/2019~1hrs~1hrs~Volunteer Board member| 6) Mother Cabrini Health Foundation~1011 First Avenue, Suite 1954~New York~NY~10022~Board Position/Officer~Other~12/14/2018~2hrs~2hrs~Volunteer member of the Board of Directors and Finance Committee Member. Attend board meeting on a bimonthly basis to review business of Foundation. Attend Finance Committee meetings bimonthly to review financial status of Foundation. Attend regional grants committee meetings as required to advocate for grants for my home Diocese. Grants will be for lower income people and healthcare institutions to fund medical care for those in need. 7) NAME OF OTHER BUSINESS: OCEAN WALK BUILDING 11 CONDO ASSOC; INVESTMENT RELATED: NO; ADDRESS: 5300 SOUTH ATLANTIC AVENUE, NEW SMYRNA BEACH, FL 32169; NATURE OF BUSINESS: BOARD; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER AND BOARD TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MONITOR FINANCES OF THE ASSOCIATION BY REVIEWING MONTHLY FINANCIAL REPORTS AND INTERPRETING THEM FOR OTHER BOARD MEMBERS; 8) NAME OF OTHER BUSINESS: G & G ADVISORS, LLC DBA GRAY & SERGI WEALTH MANAGEMENT GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 15, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-12-21

Other Names

• John Gray