John Gay has been President/CCO of Frisco Financial Planning since August 2004, is a control person of the firm and directly owns 75% or more of it.
Frisco Financial Planning LLC is a firm with $131M under management, 50 clients and 1 adviser in one office, as of its July 2026 filing.
John Gay is a Certified Financial Planner professional with Frisco Financial Planning LLC, based in Frisco, Texas. He has advised individuals on financial planning issues for more than thirty years. He began his career as an actuary and benefits consultant with a global firm of consultants and financial planners in Dallas, Texas, advising Fortune 500 executives on qualified plans, deferred compensation, stock options and investments.
John Gay’s longest registration is the current one, 18 years at Frisco Financial Planning since 2008. Before joining Frisco Financial Planning in 2008, John Gay was registered through Chase Investment Services Corp. and Charles Schwab & Co., Inc.
- Frisco Financial PlanningCurrent– present · 18 yearsFrisco, TX · Adviser representative · Firm CRD 132585
- Chase Investment Services Corp.– · under a yearDallas, TX · Adviser representative · Firm CRD 25574
- Charles Schwab & Co., Inc.– · 5 yearsDallas, TX · Adviser representative · Firm CRD 5393
Professional designations
Listed by Frisco Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Kingdom Advisor (CKA®)
Investment adviser representative registrations
John Gay is registered as an investment adviser representative in Texas, since January 2008.
- TexasSince 2 January 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 10 May 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 August 1996 |
| Series 7 | General Securities Representative Examination | 7 August 1996 |
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Coleman Gay
- CRD
- 2778797
- Firm
- Frisco Financial Planning · CRD 132585
- Role
- President/CCO
- Office
- Frisco, TX
- Registration
- Investment adviser registration
- In the industry since
- July 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ffplan.com
Where does John Gay work?
John Gay has been President/CCO of Frisco Financial Planning LLC since August 2004, and is a control person of the firm.
Is John Gay a financial advisor?
Yes. John Gay has a current investment-adviser registration in Texas, through Frisco Financial Planning since January 2008.
How many years of experience does John Gay have?
John Gay has 24 years in the financial industry, since July 2002, across 3 adviser firms.
What exams has John Gay passed?
John Gay has passed 3 licensing exams: the Series 7, Series 63 and Series 8. The earliest, the Series 7, was passed in August 1996.
Where did John Gay work before Frisco Financial Planning?
Before Frisco Financial Planning, John Gay was registered through Chase Investment Services Corp., September 2004 to October 2004; Charles Schwab & Co., Inc., May 1998 to September 2003.
Where is John Gay based?
John Gay’s registered office is in Frisco, TX.
Is John Gay registered with FINRA?
No. John Gay has no current broker registration.
Is John Gay a CFP?
Frisco Financial Planning lists John Gay with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify John Gay’s record?
Search CRD 2778797 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Gay’s full registration record.