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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Gettler Jr. is an investment advisor representative registered with Itrust Asset Management, LLC, and has been in the industry since November 5, 1981. John Francis Gettler Jr. is also registered as an Investment Advisor Representative with the firm in Kentucky and Louisiana. John Francis Gettler Jr. has a diverse range of experience, having previously worked with Morgan Keegan & Company, Inc. and J.J.B. Hilliard, W.L. Lyons, Inc. John Francis Gettler Jr. holds the Series 63, 65, 7, 5 and 31 licenses, as well as the SIE exam, demonstrating John Francis Gettler Jr.'s breadth of knowledge and expertise in the financial services industry. John Francis Gettler Jr. has a commitment to providing high-quality financial advice and asset management services to individuals, families, and small businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KY
03/13/2023 - Present
Itrust Asset Management, LLC (LEXINGTON KY)
KY
04/25/1994 - 05/07/2012
MORGAN KEEGAN & COMPANY, INC. (LEXINGTON KY)
KY
11/06/1981 - 04/29/1994
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 06/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/1982
Series 5 - Interest Rate Options Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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