Unclaimed Profile

John Mitchell Gillis

TOWLE & CO·DENVER, Colorado

SIE, Series 3, Series 7, Series 63, Series 65Clean record3 years registeredTOWLE & CO

50 S. STEELE STREET, DENVER, CO 80209CRD# 2657189Firm CRD# 110862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Mitchell Gillis · DENVER, CO

Registration

CRD #2657189 · TOWLE & CO · 3 years registered

Brand Profile

Not yet started

Career History

J.P. MORGAN SECURITIES LLC

Apr 2024 – present

TOWLE & CO

Dec 2022 – Apr 2024

St. Louis, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · December 15, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOWLE & CO

CRD 110862 · SEC 801-16622

AUM

$879M

Regulatory assets under management

Employees

82 client accounts

Services offered by TOWLE & CO

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at TOWLE & CO →

Introduction

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Frequently Asked Questions

What services does John Mitchell Gillis offer?

John Mitchell Gillis specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.

What are John Mitchell Gillis's credentials?

John Mitchell Gillis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Mitchell Gillis located?

John Mitchell Gillis is based in DENVER, Colorado, working with TOWLE & CO. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does John Mitchell Gillis charge for services?

John Mitchell Gillis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOWLE & CO?

TOWLE & CO has approximately 10 employees and manages $879M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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