John V. Gillespie

AMERICAN COMMUNITY WEALTH MANAGEMENT

Crystal Lake, IL 60014

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CRD#: 4738688

Professional summary

John Vincent Gillespie, CFA, who also goes by John Gillespie, is a registered financial advisor currently at AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC located in Crystal Lake, Illinois and OSAIC WEALTH, INC. located in Arlington Heights, Illinois.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. John has worked at 7 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Gillespie

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.

American Community Wealth Management, LLC; Investment-Related; Crystal Lake, IL; Investment Advisor; Senior Vice President; 11/2022; 120 hrs/mo; 5 hrs/mo during securities trading hours; Duties are investment advisory & financial planning activities. AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC POSITION: Senior Vice President NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/03/2022 ADDRESS: 85 W Algonquin Rd, Arlington Heights IL 60005, United States DESCRIPTION: RIA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Vincent Gillespie's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

Experience

Current

February 16, 2023 - Present

AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC

Office #1: 381 S. Main Street, Crystal Lake, IL 60014

RIA

CRD#: 147376

Crystal Lake, IL

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 85 W Algonquin Rd Suite 500, Arlington Heights, IL 60005Office #2: 381 South Main Street, Crystal Lake, IL 60014Office #3: 10101 Route 47 Box 129, Huntley, IL 60142

RIA

CRD#: 23131

Arlington Heights, IL

Past

December 6, 2022 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

CRYSTAL LAKE, IL

Past

July 5, 2018 - September 30, 2022

ALIGHT FINANCIAL ADVISORS, LLC

RIA

CRD#: 158744

CHARLOTTE, NC

Past

March 25, 2009 - April 15, 2011

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

June 9, 2008 - March 9, 2009

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

July 17, 2006 - May 19, 2008

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

NORTHBROOK, IL

Past

July 17, 2006 - May 19, 2008

CHARLES SCHWAB & CO., INC.

CRD#: 5393

NORTHBROOK, IL

Past

July 1, 2004 - July 11, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHICAGO, IL

Past

January 26, 2004 - July 11, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC

AMERICAN COMMUNITY WEALTH MANAGEMENT LLC | AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC

CRD#: 147376 / SEC#: 801-132912

RIA

Registered Investment Advisory firm - (7/3/2025 Approved)

Florida

Registered Investment Advisory firm - (7/18/2025 Terminated)

Illinois

Registered Investment Advisory firm - (7/18/2025 Terminated)

Wisconsin

Registered Investment Advisory firm - (7/18/2025 Terminated)

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).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(3/13/2023)

IAR

Illinois
(2/16/2023)

Illinois
(8/23/2024)

IAR

Wisconsin
(2/16/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/28/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/6/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/17/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/23/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC

AMERICAN COMMUNITY WEALTH MANAGEMENT LLC | AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC

CRD#: 147376 / SEC#: 801-132912

RIA

Registered Investment Advisory firm - (7/3/2025 Approved)

Florida

Registered Investment Advisory firm - (7/18/2025 Terminated)

Illinois

Registered Investment Advisory firm - (7/18/2025 Terminated)

Wisconsin

Registered Investment Advisory firm - (7/18/2025 Terminated)

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Contact information

Main Address

381 S. Main Street, Crystal Lake, IL 60014

Mailing Address

P.o. Box 2788, Crystal Lake, IL 60039-2788

Phone number

(815) 479-9024

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACWM 2025 REVISED FORM ADV PART 2A (8/4/2025)

Regulatory assets under management

Total Number of Accounts	231
AUM (Assets Under Management)	$ 115,911,707

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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Advisor Monitoring

Firm Stability Insights

John V. Gillespie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Vincent Gillespie's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

ALIGHT FINANCIAL ADVISORS, LLC

GOLDMAN SACHS & CO. LLC

GOLDMAN SACHS & CO. LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/28/2022

Series 7TO

Date: 12/6/2022

SIE

Date: 10/17/2022

Series 7

Date: 1/23/2004

FINRA

Current Firm

AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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