AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JH

John W. Hearn

Some features on this profile are disabled
CRD#: 2932406
JH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Willoughby Hearn III, CFP®, who also goes by John Willoughby Hearn, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1997. John had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Willoughby Hearn

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) Laurel Wealth Advisors, LLC, HUNTERSVILLE, NC; FINANCIAL SERVICES ENTITY, December 1999, 100% OWNER/PRESIDENT, 40+ HR/MO, 8 HR/MO DURING TRADING. 2) Hearn Wealth Management Co., Huntersville, NC, President, financial services support entity that supports activities of business conducted under the domains of the SEC, FINRA and state insurance commissioners, start date April 2007. 3) Independent Insurance Agent; non-investment related; Charlotte, NC; selling fixed insurance; Start date: 9/13/1999. 4) Independent Yoga Instructor; non-investment related; Huntersville, NC; Title and Duties: Yoga Instructor; Start date: 1/1/2013. JOHN HEARN IS DUALLY-REGISTERED WITH LAUREL WEALTH ADVISORS AND APW CAPITAL, INC.. JOHN HEARN HAS SERVED AS AN INVESTMENT ADVISOR REPRESENTATIVE FOR LAUREL WEALTH ADVISORS AND A REGISTERED REPRESENTATIVE WITH APWC CAPITAL, INC. SINCE 12/1999. BUSINESS IS CONDUCTED FROM CHARLOTTE, NC. APPROXIMATELY 90% OF JOHN HEARN'S TIME IS FOR SERVICES AS AN INVESTMENT ADVISOR REPRESENTATIVE AND THE BALANCE AS A REGISTERED REPRESENTATIVE.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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®

Experience


Past

January 2, 2009 - October 2, 2023

APW CAPITAL, INC.

BD
CRD#: 43814
HUNTERSVILLE, NC
Past

January 6, 2003 - April 2, 2024

LAUREL WEALTH ADVISORS, LLC

RIA
CRD#: 118469
HUNTERSVILLE, NC
Past

September 17, 1999 - December 31, 2008

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
CHARLOTTE, NC
Past

August 27, 1997 - September 27, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 27, 1997 - September 27, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/9/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
APW CAPITAL, INC.
APW CAPITAL, INC. | COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC.

CRD#: 43814 / SEC#: , 8-50433

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866
Mailing Address
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866
Phone number
(973) 394-0404
Established
New Jersey since 07/03/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SMITH, TIMOTHY LIAMPRESIDENT & FINOP1407004
JENNINGS, CHRISTINASHAREHOLDER4360546
COUTANT, TONYA MARIECHIEF COMPLIANCE OFFICER4585494
JENNINGS, SEANSHAREHOLDER

Disclosures


Regulatory Event2
Arbitration1

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.

Company Information


APW CAPITAL, INC.

CRD#: 43814

TRUST BUT VERIFY

Monitor John Hearn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics