John Gillespie
Investment adviser representative at American Community Wealth Management, LLC
15 yearsExperience
3 statesRegistered in
CFADesignation
$195.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- American Community Wealth Management, LLCNov 2022 to now
- Triad AdvisorsNov 2022 to Aug 2024
- Alight Financial Advisors, LLCJul 2018 to Sep 2022
- Alight Solutions, LLCOct 2011 to Oct 2022
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, WI).
American Community Wealth Management, LLC
$195.4MAssets managed
469Clients
5Advisers
1 yearIn 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
- 4738688
- Firm CRD
- 147376