John H. Roe

AMERITRUST INVESTMENT ADVISORS

Tulsa, OK 74135

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CRD#: 1224388

Professional summary

John Harvie Roe, CFP® is a registered financial advisor currently at AMERITRUST INVESTMENT ADVISORS INC located in Tulsa, Oklahoma.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Harvie Roe's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1985

Experience

Current

January 23, 2017 - Present

AMERITRUST INVESTMENT ADVISORS INC

Office #1: 4506 S Harvard Ave, Tulsa, OK 74135

RIA

CRD#: 108589

Tulsa, OK

Past

December 28, 1997 - December 31, 2016

AMERITRUST INVESTMENT ADVISORS INC

RIA

CRD#: 108589

TULSA, OK

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(1/23/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

AMERITRUST INVESTMENT ADVISORS INC

CRD#: 108589 / SEC#: 801-54219

RIA

Registered Investment Advisory firm - (7/10/2012 Terminated)

Arkansas

Registered Investment Advisory firm - (11/26/2012 Terminated)

Kansas

Registered Investment Advisory firm - (11/26/2012 Terminated)

Oklahoma

Registered Investment Advisory firm - (6/28/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4506 S Harvard Ave, Tulsa, OK 74135

Mailing Address

Phone number

(918) 610-8080

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	193
AUM (Assets Under Management)	$ 60,874,954

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/09/2025	Cover Page	Report
12/19/2024	Cover Page	Report
03/27/2024	Cover Page	Report
02/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John H. Roe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Harvie Roe's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITRUST INVESTMENT ADVISORS INC

AMERITRUST INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Current Firm

AMERITRUST INVESTMENT ADVISORS INC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITRUST INVESTMENT ADVISORS INC

TRUST BUT VERIFY

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