John Graton Gillespie

Employer firm

Dynamic CRD 151367

$5.64B regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 10/1993 → 04/2019
  Access Charitable Consultants
  Bethany, OK
• 10/1993 → 10/2017
  Access Financial Group, Inc.
  Oklahoma City, OK
• 10/1993 → 10/2017
  Info Access, Inc.
  Oklahoma City, OK
• 11/1996 → 10/2017
  Route 66 Trust
  Bethany, OK
• 12/2000 → 10/2017
  Estate Planning Designs, Llc
  Bethany, OK
• 10/2017 → 04/2018
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2017 → 04/2019
  Estate Planning Designs, Llc
  Bethany, OK
• 10/2017 → 04/2019
  Access Financial Group, Inc.
  Bethany, OK
• 10/2017 → 04/2019
  Info Access, Inc.
  Bethany, OK
• 06/2020 → Present
  Dynamic Wealth Advisors Dba Gillespie Investment Strategies, Llc
  Eufaula, OK
• 04/2019 → 06/2020
  Semi-Retired
  Eufaula, OK

Previous Registrations

• 2017-11-09 → 2019-04-08
  Access Financial Group, Inc.
  Mount Vernon, TX
• 1999-03-19 → 2017-12-19
  Access Financial Group, Inc.
  Bethany, OK
• 2010-04-29 → 2015-06-30
  Access Capital Management, Llc
  Bethany, OK

Other Businesses

1)CARVED IN STONE, INC; NOT INVESTMENT RELATED; CHARITABLE NON-PROFIT ORGANIZATION;6632 NW 39TH EXPRESSWAY, BETHANY, OK 73008;NON-PROFIT; PRESIDENT; 01/2007;6;0;WORSHIP LEADER. 2)GILLESPIE BOOKS, AUTHOR; NOT INVESTMENT RELATED, 6632 NW 39TH EXP., BETHANY, OK 73008, NATURE OF BUSINESS: WRITING BOOKS, POSITION: OWNER, START DATE: 10/31/2013, SPENDS 8 HOURS A MONTH, NO HOURS DURING SECURITIES HOURS, DUTIES INCLUDE: WRITING BOOKS, SELLING BOOKS, SPEAKING ABOUT BOOKS. 3) The Signatry from National Christian Foundation Heartland, 706 N. LINDENWOOD DR, OLATHE, KS 66062. NOT INVESTMENT RELATED, BOARD MEMBER, 10/2014-PRESENT. 1 HR/MONTH DURING TRADING, SERVE ON THE BOARD TO PROMOTE GENEROSITY IN OKLAHOMA. 4)ACCESS CONSULTING, LLC; NOT INVESTMENT RELATED; 19565 SPORTSMAN RD ELMOND, OK 73012; FINANCIAL SERVICES CONSULTING; MANAGING MEMBER; 01/2018; 120 HOURS/MONTH; 120 HOURS/MONTH DURING SECURITIES HOURS; CONSULT WITH CLIENTS AND ADVISORS REGARDING FINANCIAL SERVICES. 5) INSURANCE AGENT; INVESTMENT RELATED; APPROXIMATELY 12 PER HOURS MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-08
• S63 Uniform Securities Agent State Law Examination
  1984-01-12