John Eric Walters

Financial Gravity Family Office Services, LLC

14 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Financial Gravity Family Office Services, LLC

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

Location

1015 Dartmoor N., St. Petersburg, FL, 33701

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History

Regulatory History (2)

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Criminal

September 1977

Final Disposition

Criminal

August 1977

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

John works as an accountant and bookkeeper for Lewalt Consulting Groupe, LLC, dedicating nearly full-time hours. He is also an independent agent for Financial Gravity Enhanced Markets, LLC, selling life, accident, and other lines of insurance, dedicating minimal time to these insurance-related activities.

Employment History

Current Registrations

Financial Gravity Family Office Services, LLC

June 2023 - Present · 2 yrs 8 mos

Previous Registrations

Hd Vest Investment ServicesBroker

November 2005 - December 2017 · 12 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.