Ronald A. Gelok, Jr., JD is the president of Ronald Gelok & Associates, A Registered Investment Advisory firm with offices in New Jersey and Florida.
Mr. Gelok is an active member of the Financial Planning
Association with over 20 years of financial services experience. He is a licensed New Jersey attorney and a member of the Elder Law and Real
Property, Probate & Trust sections of the New Jersey State Bar Association.
Much sought after as a speaker, Ronald has appeared on WADB-AM and WOBM-AM discussing financial planning issues. He has addressed thousands of people locally, including Lucent retirees, union organizations, AARP members and government and religious organizations. He is known for making complex retirement planning issues clear and easy to understand. His clients often find that, after working with him, they have moved significantly forward in their planning, simplifying their finances and obtaining more understanding about their financial future.
Mr. Gelok holds insurance licenses in several states, including New Jersey, Pennsylvania and Florida, as well as Series 6, 7, 24 and 66 securities licenses. He is a Registered Representative of GF Investment Services, LLC, Member FINRA/SIPC, and an Investment Advisor Representative of Global Financial Private Capital, LLC, an SEC Registered Investment Advisor, 2080 Ringing Boulevard, Sarasota, Florida 34237.
University of California, Juris Doctor, 1984
Montclair State College, Bachelor of Arts, magna cum laude, 1980
Licensed Attorney:
Admitted, New Jersey, State and Federal District Court Member, New Jersey State Bar Association
Elder Law Section
Real Property, Probate & Trust Section
Insurance Licenses:
New Jersey Department of Banking & Insurance
Life, Health, Property/Casualty, Variable Authority Pennsylvania Department of Insurance
Life, Health, Variable Authority
Florida Department of Financial Services
Life, Health, Variable Authority
Financial Industry Regulatory Authority (FINRA) Licenses: Series 24 – Registered Principal
Series 7 – General Securities Registered Representative Series 6 – Mutual Funds & Variable Annuities
Series 66 – Uniform Combined State Law Examination (Agent and Investment Advisor Representative)
Ronald has been seen on CBS, NBC, ABC and FOX television. He is known for making complex retirement planning issues clear and easy to understand. Ronald has a Sunday morning radio show WABC in Manhattan and is also featured weekly on The Financial Safari television show. Ronald has been featured in USA Today and has been recognized in The Wall Street Journal. He is active in several nonprofit organizations.
Ronald enjoys spending his free time outdoors with his wife and four children.