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JT

John W. Tympanick

GLOBAL VISION FINANCIAL SERVICES
SAGAMORE BEACH, MA 02562
Some features on this profile are disabled
CRD#: 3119767
JT

Professional summary

John William Tympanick, who also goes by John Tympanick, is a registered financial advisor currently at GLOBAL VISION FINANCIAL SERVICES located in Sagamore Beach, Massachusetts and GLOBAL VISION FINANCIAL SERVICES located in Sarasota, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Tympanick

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.
I am currently working with three other entities: JWT Investment and Tax Consultant as a Principal. My role is exactly similar to what I will be doing for Global Vision Financial Services LLC that includes investment advising, financial planning and tax advising. Massachusetts Medical Malpractice Reinsurance Plan, a medical malpractice reinsurer, the company is located in Southborough, MA. I am a member of their investment committee, it is investment related. I have on the committee since 2005 and spend less than 10 hours a year on this activity. the committee is responsible for the overseeing of investing of the company's assets. Lastly, I am a hearing officer for the Massachusetts Board of Bar Overseers in Boston, MA. I began as a hearing officer in late 2016. I have not spent any time since being nominated. However if I was called to hear a case, it would usually only last three days (or 24 hours). The BBO oversees the disciplinary hearings for Massachusetts lawyers who are charged with unethical behavior.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Tympanick'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®
None

Experience

Current

October 28, 1998 - Present

GLOBAL VISION FINANCIAL SERVICES

Office #1: 110 State Road, Suite #5, Sagamore Beach, MA 02562
RIA
CRD#: 122446
SAGAMORE BEACH, MA
Current

July 26, 2019 - Present

GLOBAL VISION FINANCIAL SERVICES

RIA
CRD#: 304372
Sarasota, FL

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
(7/26/2019)
IAR
Massachusetts
(10/28/1998)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/31/1998
Uniform Investment Adviser Law Examination

Current Firm

GV
GLOBAL VISION FINANCIAL SERVICES
GLOBAL VISION FINANCIAL SERVICES | KIKME LLC | JWT INVESTMENT AND TAX CONSULTANT DBA JWT FINANCIAL SERVICES | GLOBAL VISION FINANCIAL SERVICES LLC

CRD#: 304372 / SEC#:

Florida
Registered Investment Advisory firm - (7/26/2019 Approved)
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Contact information

Main Address
Sarasota, FL
Mailing Address
Phone number
(941) 346-3446
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts34
AUM (Assets Under Management)$ 70,111,090

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

GLOBAL VISION FINANCIAL SERVICES

CRD#: 304372Sagamore Beach, MA 02562

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