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John Graton Gillespie

ACCESS FINANCIAL GROUP, INC.·BETHANY, Oklahoma
SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 6527 years registeredACCESS FINANCIAL GROUP, INC.
6632 NW 39TH EXPRESSWAY, BETHANY, OK 73008CRD# 1231758Firm CRD# 113798

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Graton Gillespie · BETHANY, OK
Registration
CRD #1231758 · ACCESS FINANCIAL GROUP, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

DYNAMIC
Jun 2020 – present
ACCESS FINANCIAL GROUP, INC.
Nov 2017 – Apr 2019
BETHANY, OK
ACCESS CAPITAL MANAGEMENT, LLC
Apr 2010 – Jun 2015
BETHANY, OK
ACCESS FINANCIAL GROUP, INC.
Mar 1999 – Dec 2017
BETHANY, OK
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 26
Series 63
Series 65
Registration record
First registered · March 19, 1999
Years registered · 27
03

Disclosure History

2011Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ACCESS FINANCIAL GROUP, INC.
CRD 113798 · SEC 801-68401
AUM
$71M
Regulatory assets under management
Employees
6
579 client accounts
Services offered by ACCESS FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ACCESS FINANCIAL GROUP, INC. →
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05

Frequently Asked Questions

What services does John Graton Gillespie offer?
John Graton Gillespie specializes in Financial Planning, Investment Management. Contact their office in BETHANY, Oklahoma for a consultation.
What are John Graton Gillespie's credentials?
John Graton Gillespie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Graton Gillespie located?
John Graton Gillespie is based in BETHANY, Oklahoma, working with ACCESS FINANCIAL GROUP, INC.. Their office serves clients in the BETHANY metropolitan area and surrounding communities.
How does John Graton Gillespie charge for services?
John Graton Gillespie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCESS FINANCIAL GROUP, INC.?
ACCESS FINANCIAL GROUP, INC. has approximately 6 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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