AUMdb
GJ

Gregory James Karis

CRD 6336167 Certified Financial Planner Has disclosures

Firms

FirmRoleAs of
Inflection Wealth Llc Registered representative 07/20/2026
Inflection Retirement Services, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗