John Mathew Gehri

Employer firm

Strategic Wealth Investment Group, LLC CRD 165474

$1.38B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

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

Current Employers

Employment History

• 05/2015 → 06/2021
  Fidelity Brokerage Services Llc
  Covington, KY
• 06/2021 → 01/2023
  Harvest Financial Advisors
  West Chester, OH
• 01/2023 → 05/2023
  Mml Investors Services, Llc
  Cincinnati, OH
• 01/2023 → 05/2023
  Mass Mutual Insurance Company
  Cincinnati, OH
• 05/2023 → 06/2024
  9258 Wealth Management
  Blue Ash, OH
• 06/2024 → Present
  John M Gehri
  West Chester, OH
• 06/2024 → Present
  Strategic Wealth Investment
  Mason, OH

Previous Registrations

• 2023-05-16 → 2024-06-14
  9258 Wealth Management, Llc
  Blue Ash, OH
• 2023-01-24 → 2023-05-10
  Mml Investors Services, Llc
  Cincinnati, OH
• 2021-06-09 → 2023-01-24
  Harvest Financial Advisors, Llc
  West Chester, OH
• 2015-04-23 → 2015-05-04
  Northwestern Mutual Investment Services, Llc
  West Chester, OH
• 2011-01-06 → 2015-03-31
  Strategic Advisers Llc
  Covington, KY

Other Businesses

John M Gehri, not investment related, 8216 Pinkerton Glendale, Westchester, OH 45019, Tax, Sole Partner, start date 6/2024, approx hours a month- 20, 0 hours during trading, Tax filing service.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-27
• S66 Uniform Combined State Law Examination
  2011-01-05
• S63 Uniform Securities Agent State Law Examination
  2005-07-25

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• John Gehri
• John Mathew Gehri