John Gregory

Client Relationship Manager at Heritage Financial Consultants LLC
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Experience

  • Heritage Financial Consultants LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Relationship Manager
      • Oct 2023 - Present

      Hunt Valley, Maryland, United States

    • Client Relationship Analyst
      • Aug 2022 - Oct 2023

      John Gregory supports registered associates of Heritage Financial Consultants who are registered representatives of Lincoln Financial Advisors, a broker dealer (Member SIPC) and registered investment advisor. Heritage Financial Consultants LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-4946528-091322

  • Lincoln Financial Group
    • United States
    • Financial Services
    • 700 & Above Employee
    • Securities Service Representative
      • Jun 2019 - Present

      Philadelphia, Pennsylvania

  • WSFS Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Mortgage Intern
      • May 2018 - Jul 2018

      Wayne, PA

Education

  • The College of New Jersey
    Bachelor's degree, Finance, General
    2015 - 2019
  • Saint Augustine Prep
    2011 - 2015

Community

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