Jeffrey
Lagusch

Gryphon Financial Partners

CRD#2922096
Investment Advisor
in Columbus, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffrey Lagusch is a financial advisor based in Columbus, Ohio, working with Gryphon Financial Partners. Jeffrey has previously held positions at Hightower Advisors, LLC, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Hightower Securities, LLC, Gryphon Normandy Manager, LLC, and Gryphon Financial Partners, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Jeffrey is part of Gryphon Financial Partners, which operates out of Columbus, Ohio. The firm has 24 employees and manages assets totaling $1.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Gryphon Financial Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

325 John H. Mcconnell Blvd. Suite 425
Columbus, OH 43215

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Gryphon Financial Partners Brokerage Details

Total Assets Under Management

$1,760,133,437

OH Average: $2,106,341,625
Total Number of Employees

24

OH Average: 34
Total Number of Accounts

2,278

OH Average: 1,972
Average Account Size

$772,666

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jeffrey Lagusch Work History

2019 - Present (6 years)

Gryphon Normandy Manager, LLC

2017 - Present (8 years)

Gryphon Financial Partners, LLC

2015 - 2017 (2 years)

Hightower Advisors, LLC

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2015 - 2017 (2 years)

Hightower Securities, LLC

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jeffrey Lagusch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gryphon Financial Partners

Joel Guth
Columbus, OH
Catherine Cory
Columbus, OH
Randi Bellner
Columbus, OH
Michael Solik
Columbus, OH
Mark Fleming
Columbus, OH
Ian Hundley
Columbus, OH
Robert Swansboro
Toledo, OH
Kristen Nicholson
Maumee, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started