Paul A. Minta

DHJJ FINANCIAL ADVISORS

NAPERVILLE, IL 60563

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CRD#: 2775222

Professional summary

Paul Anthony Minta, CFP® is a registered financial advisor currently at DHJJ FINANCIAL ADVISORS located in Naperville, Illinois.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Paul has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Anthony Minta's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1992

Experience

Current

November 16, 1997 - Present

DHJJ FINANCIAL ADVISORS

Office #1: 184 Shuman Boulevard Suite 200, Naperville, IL 60563

RIA

CRD#: 107034

NAPERVILLE, IL

Past

August 19, 1996 - June 30, 2000

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

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".

DHJJ FINANCIAL ADVISORS

DHJJ FINANCIAL ADVISORS | DIGIOVINE HNILO JORDAN & JOHNSON FINANCIAL ADVISORS LTD | DIGIOVINE HNILO JORDAN & JOHNSON FINANCIAL ADVISORS | DHJJ FINANCIAL ADVISORS, LTD.

CRD#: 107034 / SEC#: 801-42639

RIA

Registered Investment Advisory firm - (11/13/1992 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

Illinois
(11/16/1997)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/27/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/16/1996

General Securities Representative Examination

Current Firm

DHJJ FINANCIAL ADVISORS

DHJJ FINANCIAL ADVISORS | DIGIOVINE HNILO JORDAN & JOHNSON FINANCIAL ADVISORS LTD | DIGIOVINE HNILO JORDAN & JOHNSON FINANCIAL ADVISORS | DHJJ FINANCIAL ADVISORS, LTD.

CRD#: 107034 / SEC#: 801-42639

RIA

Registered Investment Advisory firm - (11/13/1992 Approved)

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Contact information

Main Address

184 Shuman Boulevard Suite 200, Naperville, IL 60563

Mailing Address

Phone number

(630) 420-1360

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE FOR DHJJ FINANCIAL ADVISORS (2/14/2025)

Regulatory assets under management

Total Number of Accounts	1,366
AUM (Assets Under Management)	$ 543,508,327

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul A. Minta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Anthony Minta's CRS (Customer Relationship Summary).

Certified licenses

Experience

DHJJ FINANCIAL ADVISORS

OSAIC WEALTH, INC.

Primary Firm SEC Registration

DHJJ FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/1998

Series 63

Date: 9/27/1996

Series 7

Date: 8/16/1996

Current Firm

DHJJ FINANCIAL ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DHJJ FINANCIAL ADVISORS

TRUST BUT VERIFY

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