John Avery has been an investment adviser representative at Financial Gravity Family Office Services since September 2021, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
John Avery’s longest registration was 15 years at Forta Financial Group, Inc. (2005–2021). Before joining Financial Gravity Family Office Services in 2021, John Avery was registered through Forta Financial Group, Inc. and Presidential Brokerage, Inc.
- – present · 5 yearsHighlands Ranch, CO · Adviser representative · Firm CRD 316024
- Forta Financial Group, Inc.– · 15 yearsGreenwood Village, CO · Adviser representative · Firm CRD 28784
- Presidential Brokerage, Inc.– · 3 yearsGreenwood Village, CO · Adviser representative · Firm CRD 28784
Investment adviser representative registrations
John Avery is registered as an investment adviser representative in 4 states. The first approvals date from September 2021; the most recent is Florida, in February 2026.
- ColoradoSince 21 September 2021
- FloridaSince 5 February 2026
- NevadaSince 5 January 2026
- TexasSince 21 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 October 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 March 1984 |
| Series 7 | General Securities Representative Examination | 17 December 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Linton Avery
- CRD
- 1101029
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- 1745 Shea Center Drive, Suite 432, Highlands Ranch, CO 80129
- Registration
- Investment adviser registration
- In the industry since
- January 1984
- Disciplinary history
- Not yet shown here · SEC record
Where does John Avery work?
John Avery is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is John Avery a financial advisor?
Yes. John Avery has a current investment-adviser registration in Colorado, Florida, Nevada and Texas, through Financial Gravity Family Office Services since September 2021.
How many years of experience does John Avery have?
John Avery has 42 years in the financial industry, since January 1984, across 2 adviser firms.
What exams has John Avery passed?
John Avery has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in December 1983. FINRA credited John Avery with the SIE, which began in October 2018.
Where did John Avery work before Financial Gravity Family Office Services?
Before Financial Gravity Family Office Services, John Avery was registered through Presidential Brokerage, Inc., January 1999 to December 2002.
Where is John Avery based?
John Avery’s registered office is in Highlands Ranch, CO.
Is John Avery registered with FINRA?
No. John Avery has no current broker registration.
How can I verify John Avery’s record?
Search CRD 1101029 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Avery’s full registration record.