JN
John P. Napolitano
NAPIER FINANCIAL
ESTERO, FL
Some features on this profile are disabled
CRD#: 2311315
JN
Professional summary
John Paul Napolitano, CFP®, who also goes by John Napolitano, is a registered financial advisor currently at NAPIER FINANCIAL located in Estero, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Napolitano
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 11/30/2011: John P Napolitano - Author - Not Investment Related - At Reported Business Location(s) - 5% Time Spent - writer, weekly syndicated newspaper column and monthly magazine articles 2) 12/02/2011: Author of Book - Author - Investment Related - At Reported Business Location(s) - 1% Time Spent 3) 12/29/2011: US Financial Advisors LLC - Registered Investment Advisor - DBA: (HYBRID) US Financial Advisors LLC - Investment Related - At Reported Business Location(s) - 25% Time Spent - I provide investment advisory services through US Financial Advisors, LLC. I started this business activity on 12/29/11. I expect to spend approximately 40 hours/month on this activity. . Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 4) 04/11/2014: John P Napolitano - Speaker - Not Investment Related - At Reported Business Location(s) 5) 08/28/2015: J Nap LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 30 Braintree Hill Office Park, Suite 201, Braintree MA 02184 - Start 11/30/2011 - 1 Hr/Mo; 0 Hours During Securities Trading. 6) 08/17/2015: Licensed Insurance Agent - Non-Variable Insurance - Investment Related - 30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184 - Start 03/01/2015 - 5 Hr/Mo; 0 Hours During Securities Trading - INS Types: Life, Health, Disability, LTC, Fixed Annuities 7) 08/25/2015: J Nap LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 30 Braintree Hill Office Park, Suite 201, Braintree MA 02184 - Start 12/31/2014 - 5 Hr/Mo; 0 Hours During Securities Trading. 8) 12/12/2016: South Coast Family Office - Investment Related - 687 Main Street, Waltham, MA 02451 - Other-Business Owner - Co-Owner - 1% of time spent 9) 1/1/2022: South Coast Financial Partners - Not investment related - 461 Faunce Corner Road, STE 2North Dartmouth, MA 02747 - Passive co-owner of CPA firm - 0% of time 10) 1/1/2022: Clement & Dacunha, LLC - Not investment related - 3 WARBLER WAY N. DARTMOUTH 02747 - Passive co-owner of CPA firm - 0% of time 11) 7/1/2022: GenWel Capital, LLC - Investment Related - 30 Braintree Hill Office Park, Suite 201 Braintree MA 02184 - Partial owner - Firm established for investing in private real estate transactions - 10% of time spent 12) 7/1/2022: GenWel Capital 2, LLC - Investment Related - 30 Braintree Hill Office Park, Suite 201 Braintree MA 02184 - Partial owner - Firm established for investing in private real estate transactions - 10% of time spent
CRS (Client Relationship Summary) - RIA
Click below to view John Paul Napolitano's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1986
Experience
Current
July 21, 2025 - Present
NAPIER FINANCIAL
RIA
CRD#: 336725
ESTERO, FL
Past
August 21, 2023 - July 25, 2025
GREAT VALLEY ADVISOR GROUP, LLC
RIA
CRD#: 123913
Braintree, MA
Past
December 2, 2011 - June 30, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
BRAINTREE, MA
Past
May 13, 2009 - December 3, 2011
OSAIC FS, INC.
BD
CRD#: 3870
GREENWICH, CT
Past
January 23, 2006 - May 21, 2009
U.S. WEALTH ADVISORS, LLC.
BD
CRD#: 126924
BRAINTREE, MA
Past
October 31, 2005 - December 31, 2005
OSAIC SERVICES, INC.
BD
CRD#: 133763
SCOTTSDALE, AZ
Past
November 23, 2001 - October 31, 2005
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
December 25, 1998 - July 25, 2025
U.S. FINANCIAL ADVISORS
RIA
CRD#: 108763
BRAINTREE, MA
Past
November 15, 1995 - November 30, 2001
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Past
February 4, 1993 - October 6, 1995
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NF
NAPIER FINANCIAL
JNAP LLC | NAPIER FINANCIAL, LLC | NAPIER FINANCIAL
CRD#: 336725 / SEC#: 801-133755
RIA
Registered Investment Advisory firm - (6/26/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/24/2025)
IAR
Massachusetts(7/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
NF
NAPIER FINANCIAL
JNAP LLC | NAPIER FINANCIAL, LLC | NAPIER FINANCIAL
CRD#: 336725 / SEC#: 801-133755
RIA
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Contact information
Main Address
30 Braintree Hill Office Park Suite 201, Braintree, MA 02184
Mailing Address
Phone number
(781) 884-2300
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 834 |
| AUM (Assets Under Management) | $ 517,704,154 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
