John Morelock, financial advisor Cincinnati OH

John Morelock

CRD Number: 6255949
Current Firm: Crew Capital Management, Ltd.

John Morelock (CRD# 6255949) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Cincinnati, OH and has over 7 years of experience in the finance industry.

Similar Advisors
David Wiedmeyer, financial advisor Cincinnati OH
David A. Wiedmeyer
CRD# 6626957
Prudential Financial Planning Services
Similar Advisors
Michael Abbinante, financial advisor Cincinnati OH
Michael J. Abbinante
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
John Abbott, financial advisor Cincinnati OH
John M. Abbott
CRD# 2930449
Primerica Advisors
Company Name Location Dates Years
Crew Capital Management Cincinnati, OH Jul 2019 - Current 2
Calvary Financial New York, NY Dec 2017 - Current 3
Ftn Financial Capital Markets New York, NY Jul 2013 - Dec 2017 4
Ftn Financial Securities Corp New York, NY Jul 2013 - Dec 2017 4
New York University New York, NY Aug 2011 - Aug 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2014
Contact Info for John P. Morelock
Phone Number: 513-618-6460
Registered State(s):
  • OH
Current Firm Details
Crew Capital Management, Ltd.
Firm's CRD Number: 125402
By the Numbers
  • Total Assets Under Management
    183
    MILLIONS
  • Total Number of Accounts
    446
    ACCOUNTS
  • Average Account Value
    $410,283
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

DC, KY, OH, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.