JP
JP

John David Pollock

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,745 clients
Average Client Portfolio
$268K average
Assets Under Management
$467.2M

Fee Structure

Minimum Investment:$25K
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Location

2501 Ranch Road 620 S, Ste 110, Lakeway, TX, 78734

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is involved with Financial Gravity Companies, Inc. (FGCO) and its subsidiaries, including Financial Gravity Asset Management, Inc. and Financial Gravity Enhanced Markets, LLC, dedicating significant time to these roles, including serving as CEO of Financial Gravity Enhanced Markets, LLC and as a Tax Master. He also dedicates minimal time as a Board Member for Financial Gravity Companies.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Forta Financial Group, INC.
August 2019 - October 2021 · 2 yrs 2 mos
Financial Gravity Asset Management, INC.
June 2007 - December 2023 · 16 yrs 6 mos
State Registrations4 states
CACOFLTX
Advisor
Exams
No exam information available for this advisor.