John Gutierrez has been an investment adviser representative at Indelible Wealth Group since August 2019, and is not listed among the firm’s executive officers or direct owners. John Gutierrez holds a B.S. in Business Management from Metropolitan State University.
Indelible Wealth Group LLC is a firm with $156M under management, 160 clients and 5 advisers across 5 offices, as of its February 2026 filing.
John Gutierrez is Investment Adviser Representative of Indelible Wealth Group LLC, based in Berthoud, CO. He began his career in 1995 at Fidelity Investments in Dallas, Texas, and in 1999 moved to Colorado to work at Charles Schwab & Co Inc. Before joining the firm, he was a Private Client Advisor with Schwab Private Client, and he has over 24 years of experience in the financial service industry.
John Gutierrez’s longest registration was 7 years at Schwab Private Client Investment Advisory, Inc. (2012–2019). Before joining Indelible Wealth Group in 2019, John Gutierrez was registered through Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc.
- Indelible Wealth GroupCurrent– present · 7 yearsParker, CO · Adviser representative · Firm CRD 166864
- Schwab Private Client Investment Advisory, Inc.– · 7 yearsEnglewood, CO · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · 6 yearsLone Tree, CO · Adviser representative · Firm CRD 5393
Professional designations
Listed by Indelible Wealth Group
- Accredited Asset Management Specialist™
Investment adviser representative registrations
John Gutierrez is registered as an investment adviser representative in 2 states. Each was approved in August 2019.
- CaliforniaSince 28 August 2019
- ColoradoSince 27 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 November 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 June 1998 |
| Series 7 | General Securities Representative Examination | 26 May 1998 |
- 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 Joseph Gutierrez
- CRD
- 3050071
- Firm
- Indelible Wealth Group · CRD 166864
- Office
- Parker, CO
- Registration
- Investment adviser registration
- In the industry since
- September 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- indeliblewealth.com
Where does John Gutierrez work?
John Gutierrez is an investment adviser representative registered through Indelible Wealth Group LLC since August 2019, and is not listed among the firm’s executive officers or direct owners.
Is John Gutierrez a financial advisor?
Yes. John Gutierrez has a current investment-adviser registration in California and Colorado, through Indelible Wealth Group since August 2019.
How many years of experience does John Gutierrez have?
John Gutierrez has 28 years in the financial industry, since September 1998, across 3 adviser firms.
What exams has John Gutierrez passed?
John Gutierrez has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in May 1998. FINRA credited John Gutierrez with the SIE, which began in October 2018.
Where did John Gutierrez work before Indelible Wealth Group?
Before Indelible Wealth Group, John Gutierrez was registered through Schwab Private Client Investment Advisory, Inc., January 2012 to August 2019; Charles Schwab & Co., Inc., December 2005 to December 2011.
Where is John Gutierrez based?
John Gutierrez’s registered office is in Parker, CO.
Is John Gutierrez registered with FINRA?
No. John Gutierrez has no current broker registration.
How can I verify John Gutierrez’s record?
Search CRD 3050071 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Gutierrez’s full registration record.