John David Pollock
Investment adviser representative at Financial Gravity Family Office Services, LLC
25 yearsExperience
7 statesRegistered in
$590.5MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Financial Gravity Family Office Services, LLCAug 2021 to now
- Financial Gravity Asset Management, Inc.Aug 2019 to now
- Forta Financial Group, Inc.Aug 2019 to Sep 2021
- Financial Gravity WealthMay 2007 to Aug 2019
- Pollock Advisory Group, Inc.May 2007 to Aug 2019
- Financial Gravity TaxAug 2001 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 7 states (CA, CO, FL, NC, NE, SC, TX).
Financial Gravity Family Office Services, LLC
$590.5MAssets managed
1,724Clients
38Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2802192
- Firm CRD
- 316024