Gerard Joseph O'NEill

Current Employers

Employment History

• 04/2009 → Present
  Gjo Financial
  Chalfont, PA
• 04/2019 → Present
  Capital Asset Advisory Service
  Williamston, MI
• 03/2023 → Present
  Elevated Capital Advisors, Llc
  Sandy, UT

Previous Registrations

• 2019-04-30 → 2023-04-03
  Cg Advisory Services
  Chalfont, PA
  Williamston, MI

Other Businesses

Name of the other business: GJO Financial,LLC Whether the business is investment-related: No, insurance business Address of the other business: 603 Musket Ct., Chalfont, PA 18914 Nature of the business: sale of insurance products, specificially life insurance and annuities Your position: Owner of the business Title or relalationship with the business: Owner Start date of the relationship: 2009 The approximate number of hours/month you devote to the business: 30 hours per month The number of hours you devote to the other business during securities trading hours: 20 hours per month Briefly describe your duties relting to the other business: sale of life insurance and annuities Central Bucks South; Non-Investment Related; 1100 Folly Road, Warrington, PA 18976; High School; Volunteer; 09/2015; 3 hours per month; 3 hours per month during trading hours; volunteer work LaSalle University; Non Investment-Related; 1900 W Olney Ave, Philadelphia, PA 19141; Teaching; Teacher; Various Semesters when Needed; 12 Hours Per Month; 0 Hours Per Month during Trading Hours; Teach Accounting and Finance to MBA Students

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-23

Other Names

• Gerry J O'NEill