John R. Capasso
Professional summary
John R Capasso is a registered financial advisor currently at CAPITAL PLANNING ASSOCIATES, INCORPORATED located in Marlton, New Jersey.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. John has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John R Capasso's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2006 - Present
CAPITAL PLANNING ASSOCIATES, INCORPORATED
Office #1: 525 Route 73 North Suite 218, Marlton, NJ 08053August 18, 2010 - May 9, 2018
FSC SECURITIES CORPORATION
August 13, 2007 - June 30, 2010
NATIONAL PLANNING CORPORATION
August 13, 2007 - June 30, 2010
NATIONAL PLANNING CORPORATION
December 7, 1994 - August 28, 2007
WALNUT STREET SECURITIES, INC.
June 15, 1989 - December 9, 1994
ROBERT THOMAS SECURITIES, INC
February 4, 1989 - June 23, 1989
FSC SECURITIES CORPORATION
August 21, 1987 - October 29, 1988
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2006)
Exams
Current Firm
CAPITAL PLANNING ASSOCIATES, INCORPORATED
CRD#: 128863 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 3,000,000 |
Red Flags
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