J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
12yrs
Greg Deforest
Financial advisor at GD Investment Advisers
Greg Deforest has worked in the financial industry for 12 years and is a fiduciary financial advisor based in San Francisco, California. Greg has been with GD Investment Advisers since 2026. GD Investment Advisers offers investment management and is paid through a percentage of assets and performance-based fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
OfficeSan Francisco, CA
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.79 million
States licensed ?1 state
Services through GD Investment Advisers
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Mar 2026 – nowGD Investment Advisers LLCCurrent firm
Contact Greg
(415) 310-6537GD Investment Advisers main office San Francisco, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Greg
Tailored to Greg’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Greg
How do I contact Greg?
Call GD Investment Advisers at (415) 310-6537 and ask for Greg Deforest. Greg works from the San Francisco, CA office.
How long has Greg been a financial advisor?
Greg has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Greg hold?
Series 65. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Greg paid?
GD Investment Advisers reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Greg for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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