Frederick Gene Costantino Jr
AIF®, CFP®Professional Summary
Frederick Gene Costantino JR, AIF®, CFP®, who also goes by Fred Gene Costantino Jr, Fred Costantino, is a registered financial advisor currently at IMPERATIVE WEALTH PLANNING located in Johnson City, New York. Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Frederick has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Social Security & Medicare Planning
- Retirement Planning
- Tax Planning
- Investment Management
- Estate & Legacy Planning
Other Aliases
Fred Gene Costantino Jr, Fred Costantino
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J. W. COLE ADVISORS, INC.
Videos & Posts
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J. W. COLE ADVISORS, INC.
Contact Information
Direct
(xxx) xxx-xxxx
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J. W. COLE ADVISORS, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
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J. W. COLE ADVISORS, INC.
Current Firm
IMPERATIVE WEALTH PLANNING | IMPERATIVE WEALTH PLANNING LLC
Contact Information
Main Address
520 Columbia Drive, Suite 209, Johnson City, NY 13790Phone Number
(607) 204-9912# of Employees
1Documents
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J. W. COLE ADVISORS, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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J. W. COLE ADVISORS, INC.
State Registrations and Notice Filings
(7/24/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1998About the Series 6 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Dec 2007About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Nov 2007About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Frederick Gene Costantino JR's CRS (Customer Relationship Summary).
Services Offered by Frederick
- Financial Planning
- Social Security & Medicare Planning
- Retirement Planning
- Tax Planning
- Investment Management
- Estate & Legacy Planning
Similar Advisors
J. W. COLE ADVISORS, INC.