Investment adviser representative · Chartmark Investments, Inc.
John A. Clerico
CRD 4453850 · Tulsa, OK
At a glance
John A. Clerico is an investment adviser representative with Chartmark Investments, Inc. in Tulsa, OK, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on John’s SEC record dates to 2001, about 25 years ago.
Current advisory firm
- Chartmark Investments, Inc.Since June 2001Tulsa, OK · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
John’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Chartmark Investments, Inc.
- Meg E. GentryTulsa
- Eugene J. Smith Jr.Tulsa · Certified Financial Planner
- Mark S. SmithTulsa
Every advisor at Chartmark Investments, Inc. →Financial advisors in Tulsa, OK →Every Chartmark Investments, Inc. advisor in Tulsa →Advisor Moves: who changed firms this week →