Unclaimed Profile

John Gregory Bartels

ANCORA FAMILY WEALTH ADVISORS, LLC·CLEVELAND, Ohio

SIE, Series 6, Series 7, Series 24, Series 51, Series 52TO, Series 63, Series 65, Series 99TOClean record26 years registeredANCORA FAMILY WEALTH ADVISORS, LLC

6060 PARKLAND BOULEVARD, CLEVELAND, OH 44124CRD# 2780646Firm CRD# 124845

Profile Verification

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

Identity

John Gregory Bartels · CLEVELAND, OH

Registration

CRD #2780646 · ANCORA FAMILY WEALTH ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

ANCORA RETIREMENT PLAN ADVISORS, LLC

Feb 2018 – present

ANCORA PRIVATE WEALTH ADVISORS, LLC

Jun 2011 – present

FIRST ALLIED SECURITIES, INC.

May 2006 – Dec 2012

BEACHWOOD, OH

RAYMOND JAMES FINANCIAL SERVICES

Jun 2000 – May 2006

INDEPENDENCE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 52TO

Series 63

Series 65

Series 99TO

Registration record

First registered · June 27, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANCORA FAMILY WEALTH ADVISORS, LLC

CRD 124845 · SEC 801-61942

AUM

$2.7B

Regulatory assets under management

Employees

3,813 client accounts

Services offered by ANCORA FAMILY WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ANCORA FAMILY WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John Gregory Bartels offer?

John Gregory Bartels specializes in Financial Planning, Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are John Gregory Bartels's credentials?

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

Where is John Gregory Bartels located?

John Gregory Bartels is based in CLEVELAND, Ohio, working with ANCORA FAMILY WEALTH ADVISORS, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does John Gregory Bartels charge for services?

John Gregory Bartels's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: revenue sharing with frs, and on credit and cash mgmt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANCORA FAMILY WEALTH ADVISORS, LLC?

ANCORA FAMILY WEALTH ADVISORS, LLC has approximately 65 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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