James Patrick Gregg
Investment adviser representative at Wealth Foundations Partners, LLC
19 yearsExperience
2 statesRegistered in
$110.5MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Wealth Foundations Partners, LLCFeb 2025 to now
- Global View Capital Advisors LLCDec 2020 to now
- Intouch Insurance Group, LLCJun 2013 to now
- Gregg & Associates, LLCFeb 2007 to now
- Global View Capital Insurance LLCMar 2021 to Nov 2024
- Global View Capital Management, LLCFeb 2021 to Nov 2024
- Intouch Advisors, LLCJun 2013 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (OH, WV).
Wealth Foundations Partners, LLC
$110.5MAssets managed
390Clients
8Advisers
Under 1 yearIn 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
- 5947801
- Firm CRD
- 330999