John T. Drawdy

FINANCIAL GRAVITY FAMILY OFFICE SERVICES

Woodstock, GA 30188

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CRD#: 4966255

Professional summary

John Thomas Drawdy JR., who also goes by John Thomas Drawdy Jr, John Thomas Drawdy, is a registered financial advisor currently at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC located in Woodstock, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Thomas Drawdy Jr | John Thomas Drawdy

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.

(1) Paragon Accounting & Tax Solutions a non-investment-related company as a CPA since 01/01/2013. Located at 111 Towne Lake Parkway, Suite 110, Woodstock GA 30188. Providing tax preparation, accounting, bookkeeping, payroll, cash flow management, and tax preparation services, Dedicating 100 hours a month, 80 hours during trading hours. (2) Paragon Payroll Solutions, LLC. a non-investment-related company as the Owner since 01/01/2021 Located at 111 Towne Lake Parkway, Suite 110, Woodstock GA 30188. A payroll company. Dedicating 0 hours a month, 0 hours during trading hours. (3) Financial Gravity Enhanced Markets, LLC, an investment-related company as an Independent Agent since 12/15/2023. located at 2501 Ranch Road S 620, Suite 110 Austin, TX 78734. Licensed and registered to sell life, accident, and other lines of insurance for Financial Gravity Enhanced Markets, LLC. dedicating approximately 5% of his time on insurance-related activities. Conflict of interest due to additional compensation on these products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Thomas Drawdy JR.'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®

None

Experience

Current

February 15, 2024 - Present

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Office #1: 111 Towne Lake Parkway Suite 110, Woodstock, GA 30188

RIA

CRD#: 316024

Woodstock, GA

Past

September 17, 2015 - December 31, 2023

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Woodstock, GA

Past

September 9, 2015 - December 31, 2023

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

WOODSTOCK, GA

Past

April 15, 2010 - September 5, 2013

WOODSTOCK FINANCIAL GROUP, INC.

RIA

CRD#: 38095

WOODSTOCK, GA

Past

April 14, 2010 - September 5, 2013

WOODSTOCK FINANCIAL GROUP, INC.

CRD#: 38095

WOODSTOCK, GA

Past

May 19, 2009 - December 31, 2009

WASSERMAN & ASSOCIATES, INC.

CRD#: 45085

MYRTLE BEACH, SC

Past

November 9, 2007 - April 25, 2008

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

KENNESAW, GA

Past

November 7, 2007 - April 25, 2008

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

KENNESAW, GA

Past

August 23, 2005 - December 9, 2005

PEACHTREE PLANNING CORPORATION

RIA

CRD#: 112787

ATLANTA, GA

Past

June 23, 2005 - April 13, 2006

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

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".

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024 / SEC#: 801-122258

RIA

Registered Investment Advisory firm - (9/9/2021 Approved)

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

Georgia
(2/15/2024)

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

State Security Law Exam

IAR

Series 66

Date: 6/15/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/22/2005

General Securities Representative Examination

Current Firm

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024 / SEC#: 801-122258

RIA

Registered Investment Advisory firm - (9/9/2021 Approved)

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Contact information

Main Address

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734

Mailing Address

Phone number

(800) 588-3893

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (12/20/2024)

Regulatory assets under management

Total Number of Accounts	1,745
AUM (Assets Under Management)	$ 467,196,918

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 T. Drawdy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Thomas Drawdy JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX ADVISORY SERVICES

WOODSTOCK FINANCIAL GROUP, INC.

WOODSTOCK FINANCIAL GROUP, INC.

WASSERMAN & ASSOCIATES, INC.

1ST GLOBAL CAPITAL CORP.

1ST GLOBAL ADVISORS INC

PEACHTREE PLANNING CORPORATION

PARK AVENUE SECURITIES LLC

Primary Firm SEC Registration

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/15/2005

SIE

Date: 10/1/2018

Series 7

Date: 6/22/2005

Current Firm

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

TRUST BUT VERIFY

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