John Ernest Gilchrist

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → Present
  Oppenheimer & Co. Inc.
  Coral Gables, FL

Previous Registrations

• 1999-04-14 → 2003-01-03
  Cibc World Markets Corp.
  Chicago, IL

Other Businesses

1.Managing Partner and 50.00% owner of Gilchrist Jacobson LLC, a family investment partnership located at (residential address). Start Date: May 2001. Compensation: None. Time Commitment: ~10 hours per year. 2.Managing Partner and 25% owner of Jacobson Company LLC, General Partner of Jacobson Real Properties, L.P., a family-owned residential real estate firm, located at (residential address). Start date: November 2007. Compensation: None. Time commitment: ~One hour per week. 3.Trustee, the Robert T Gilchrist GST Family Trust Fbo John E Gilchrist dtd 02/14/08, a family trust located at [residential address]. Start date: March 2015. Compensation: none. Interest in trust: primary beneficiary. Time commitment: ~one hour per month. 4.Trustee, the Ruth E Gilchrist GST Family Trust Fbo John E Gilchrist dtd 11/16/12, a family trust located at (residential address). Start date: November 2012. Compensation: none. Interest in trust: primary beneficiary. Time commitment: ~one hour per month. 5.TREASURER AND BOARD MEMBER AND 5% OWNER OF 4238 DEMPSTER BUILDING CORP., A FAMILY OWNED "C" CORPORATION THAT OWNS TOWNHOME PROPERTIES 6.TRUSTEE, JAMES' DYNASTY TRUST DTD 2/25/23, A FAMILY TRUST LOCATED AT (RESIDENTIAL ADDRESS), START DATE:2/25/23. COMPENSATION: NON, INTEREST IN TRUST: TRUSTEE. TIME COMMITMENT: 4 HOURS PER YEAR 7.TRUSTEE, WILLIAM'S DYNASTY TRUST DTD 2/25/23, A FAMILY TRUST LOCATED AT (RESIDENTIAL ADDRESS), START DATE:2/25/23. COMPENSATION: NON, INTEREST IN TRUST: TRUSTEE. TIME COMMITMENT: 4 HOURS PER YEAR 8.TRUSTEE, PAIGE'S DYNASTY TRUST DTD 2/25/23, A FAMILY TRUST LOCATED AT (RESIDENTIAL ADDRESS), START DATE:2/25/23. COMPENSATION: NON, INTEREST IN TRUST: TRUSTEE. TIME COMMITMENT: 4 HOURS PER YEAR 9.TRUSTEE, JOHN JR'S DYNASTY TRUST DTD 2/25/23, A FAMILY TRUST LOCATED AT (RESIDENTIAL ADDRESS), START DATE:2/25/23. COMPENSATION: NON, INTEREST IN TRUST: TRUSTEE. TIME COMMITMENT: 4 HOURS PER YEAR

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-25
• S63 Uniform Securities Agent State Law Examination
  1985-05-21