John Gettler JR has been Managing Member of Itrust Asset Management since May 2012, is a control person of the firm and directly owns between 25% and 50% of it.
Itrust Asset Management, LLC is a Lexington, KY firm with $212M under management, 463 clients and 3 advisers in one office, as of its March 2026 filing.
John Gettler JR’s longest registration was 10 years at Itrust Asset Management, LLC (2012–2022). Before joining Itrust Asset Management in 2023, John Gettler JR was registered through LPL Financial LLC and Morgan Keegan & Company, Inc.
- Itrust Asset Management, LLCCurrent– present · 3 yearsLexington, KY · Adviser representative · Firm CRD 164193
- LPL Financial LLC– · under a yearLexington, KY · Adviser representative · Firm CRD 6413
- LPL Financial LLC– · under a yearLexington, KY · Adviser representative · Firm CRD 6413
- Morgan Keegan & Company, Inc.– · 8 yearsLexington, KY · Adviser representative · Firm CRD 4161
Investment adviser representative registrations
John Gettler JR is registered as an investment adviser representative in 2 states. Each was approved in March 2023.
- KentuckySince 7 March 2023
- LouisianaSince 13 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 21 June 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 June 1996 |
| Series 5 | Interest Rate Options Examination | 24 March 1982 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 November 1981 |
| Series 7 | General Securities Representative Examination | 17 October 1981 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Interest Rate Options Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Francis Gettler JR
- CRD
- 1013865
- Firm
- Itrust Asset Management · CRD 164193
- Role
- Managing Member
- Office
- 3320 TATES CREEK ROAD, SUITE 100, Lexington, KY 40502
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1981
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does John Gettler JR work?
John Gettler JR has been Managing Member of Itrust Asset Management, LLC since May 2012, and is a control person of the firm.
Is John Gettler JR a financial advisor?
Yes. John Gettler JR has a current investment-adviser registration in Kentucky and Louisiana, through Itrust Asset Management since March 2023.
How many years of experience does John Gettler JR have?
John Gettler JR has 44 years in the financial industry, since November 1981, across 3 adviser firms.
What exams has John Gettler JR passed?
John Gettler JR has passed 5 licensing exams: the Series 7, Series 63, Series 5, Series 65 and Series 31. The earliest, the Series 7, was passed in October 1981. FINRA credited John Gettler JR with the SIE, which began in October 2018.
Where did John Gettler JR work before Itrust Asset Management?
Before Itrust Asset Management, John Gettler JR was registered through LPL Financial LLC, May 2012 to May 2012; Morgan Keegan & Company, Inc., March 2004 to May 2012.
Where is John Gettler JR based?
John Gettler JR’s registered office is in Lexington, KY.
Is John Gettler JR registered with FINRA?
Yes. John Gettler JR has a current broker registration, under CRD 1013865.
Source: FINRA BrokerCheck
How can I verify John Gettler JR’s record?
Search CRD 1013865 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish John Gettler JR’s full registration record.