John Linton Avery
Investment Adviser Representative at Financial Gravity Family Office Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Linton Avery is an investment adviser representative with Financial Gravity Family Office Services, LLC in Highlands Ranch, CO, where they have been registered since 2021. They have worked in the securities industry since 1984 and have been registered with 3 firms, including Forta Financial Group, Inc. and Presidential Brokerage, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado, Florida, Nevada, and Texas.
Registrations & licenses
- Investment adviser:
- Colorado, Florida, Nevada, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Forta Financial GroupOct 2021 – Nov 2021Englewood, CO
- Financial Gravity Family Office Services, LLCSep 2021 – no end date reportedLakeway, TX
- Kingswood Capital Partners, LLCNov 2021 – Dec 2022San Diego, CA
- Presidential Brokerage, IncFeb 1994 – Oct 2021Englewood, CO
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Financial Gravity Family Office Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $25,000 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 42
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Lakeway, TX
- SEC file number:
- 801-122258
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 12, 2026
View full firm profileOther advisors at Financial Gravity Family Office Services, LLC
Showing 12 of 42 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Linton Avery has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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