John Alexander Geresi
Investment adviser representative at Rhame & Gorrell Wealth Management
15 yearsExperience
1 stateRegistered in
$1.3BFirm assets
10 yearsFirm 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.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Rhame & Gorrell Wealth ManagementSep 2025 to now
- Robertson Investment ManagementJun 2025 to Sep 2025
- Willis Johnson & AssociatesMar 2020 to Jun 2025
- UnemployedOct 2019 to Mar 2020
- Bank of America N.A.Dec 2018 to Oct 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Oct 2019
- Edward JonesFeb 2018 to Oct 2018
- Preferred Cleaning ServiceMar 2017 to Dec 2017
- UnemployedMar 2017 to Apr 2017
- Loyola Marymount UniversityMay 2011 to Aug 2017
- Groupt Inc.Oct 2010 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Rhame & Gorrell Wealth Management
Legal name: Rhame & Gorrell Wealth Management, LLC
$1.3BAssets managed
837Clients
19Advisers
10 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
- 6901578
- Firm CRD
- 283027