John Gillespie, financial advisor Bethany OK
83 score

John Gillespie

CRD Number: 1231758
Current Firm: Access Financial Group, Inc.

John Gillespie (CRD# 1231758) is an Investment Advisor Representative working at Access Financial Group, Inc. in Bethany, OK and has over 34 years of experience in the finance industry.

Similar Advisors
John Sigmon, financial advisor Bethany OK
John W. Sigmon
CRD# 2082199
Lpl Financial LLC
Similar Advisors
Jerry Plant, financial advisor Bethany OK
Jerry W. Plant
CRD# 2171509
Mark I Asset Management, Ltd
Similar Advisors
R. Brad Knowles, financial advisor Bethany OK
R. Brad Knowles
CRD# 4398143
Argent Institutional Services, LLC
Company Name Location Dates Years
Access Financial Group, Inc. Bethany, OK Oct 2017 - Current < 1
Estate Planning Designs, LLC Bethany, OK Oct 2017 - Current < 1
Info Access, Inc. Bethany, OK Oct 2017 - Current < 1
Purshe Kaplan Sterling Investments Albany, NY Jul 2009 - Current 8
Route 66 Trust Bethany, OK Nov 1996 - Current 21
Access Charitable Consultants Bethany, OK Oct 1993 - Current 24
Estate Planning Designs, LLC Bethany, OK Dec 2000 - Oct 2017 16
Info Access, Inc. Oklahoma City, OK Oct 1993 - Oct 2017 24
Access Financial Group, Inc. Oklahoma City, OK Oct 1993 - Oct 2017 24
Access Capital Management, LLC Bethany, OK Nov 2009 - Jun 2015 5
Access Equity Group, LLC Bethany, OK Aug 2005 - May 2015 9
Sagepoint Financial, Inc. Bethany, OK Jan 2009 - Jul 2009 < 1
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
S65 NASAA Investment Advisors Law Examination Dec 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John G. Gillespie
Phone Number: 405-491-0235
Firm Website:
Registered State(s):
  • GA
  • OK
  • TX
  • KS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from John Gillespie and other advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.