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JG

John G. Grelck

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CRD#: 3183996
JG
John G Grelck IV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John G Grelck IV, CFP®, who also goes by John G Grelck, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2011. John had worked at 1 firm and has passed the Series 65 and Series 7 exams.

Aliases


John G Grelck

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.
Name of Business: Lompoc Unified School District Business is Not investment related Address: 1301 North A Street, Lompoc, CA 93436 Nature of Business: Education Positions Held: Accounting & Budget Analyst Start Date: May 2017 Approximate # of Hours/Month: 168 # of Hours during securities trading hours: 8/day Brief Description of duties: Perform a variety of accounting, auditing, and budget functions related to the District's accounting department which include analyzing, auditing and compiling statistical information; assuring fiscal solvency of assigned funds and budgets; preparing and maintaining a variety of statistical and narrative records and reports related to audits, disbursements, budgets, requisitions and others as assigned; analyzing, compiling and submitting reports to appropriate federal, State, and other agencies.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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®

Start date: 2011

Experience


Past

September 28, 2011 - March 3, 2025

AMERITRUST CAPITAL MANAGEMENT LTD

RIA
CRD#: 106378
SANTA YNEZ, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/9/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/6/1999
General Securities Representative Examination

Current Firm


AC
AMERITRUST CAPITAL MANAGEMENT LTD
AMERITRUST CAPITAL MANAGEMENT LTD

CRD#: 106378 / SEC#: 801-45935

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Contact information


Main Address
3568 Sagunto St., West Wing, Santa Ynez, CA 93460-0900
Mailing Address
P.o. Box 900, Santa Ynez, CA 93460-0900
Phone number
(805) 688-1001
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts202
AUM (Assets Under Management)$ 89,718,136

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.

Company Information


AMERITRUST CAPITAL MANAGEMENT LTD

CRD#: 106378

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