Ruth Lambert Gretz
Investment adviser representative at Mjp Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mjp Wealth AdvisorsMay 2026 to now
- Hightower Securities, LLCMay 2017 to Dec 2025
- Self Employed - Ruth L Gretz CpaJun 2016 to May 2026
- Rdm Investment Services, Inc.Mar 2016 to May 2017
- Retirement Design & Management, Inc.Mar 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CT).
Mjp Wealth Advisors
Legal name: Mjp Associates, Inc.
$1.6BAssets managed
906Clients
12Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4895872
- Firm CRD
- 127654