John Gregory Stalega

Employer firm

Jgs Wealth Management, LLC CRD 154646

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2005 → Present
  John G. Stalega, Cpa, Pfs
  Colchester, CT

Other Businesses

NAME: JOHN G. STALEGA, CPA,PFS ADDRESS: 79A NORWICH AVE, COLCHESTER, CT 06415 NATURE: TAX PREPARATION & PLANNING AND ACCOUNTING SERVICES TO INDIVIDUALS & SMALL BUSINESSES. INVESTMENT ADVICE IS PROVIDED OCASSIONALLY AS AN INCIDENTAL SERVICE. POSITION: I, JOHN STALEGA, AM THE SOLE-PROPRIETOR OWNER OF JOHN G. STALEGA, CPA, PFS AND AS SUCH PROVIDE ALL SERVICES. START DATE: MAY 2005 HOURS PER MONTH: CURRENTLY SPEND APPROXIMATELY 180 HOURS AN AVERAGE. HOURS DURING TRADING HOURS: CURRENTLY SPEND APPROXIMATELY 6 HOURS ON AVERAGE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-01-07

Designations

• Personal Financial Specialist