John P. Salvino
PERFORMANCE WEALTH
Marco Island, FL
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CRD#: 4213590
Professional summary
John Paul Salvino, AIF®, CFP® is a registered financial advisor currently at PERFORMANCE WEALTH located in Marco Island, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. John has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 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.
(1) Insurance Agent; Not-investment related; Marco Island, Florida; Insurance Sales; Licensed Insurance Agent; 08/2005; Zero (0) hours per month; Zero (0) hours during securities trading hours; Implementations of insurance sales. (2) Mercy Home for Boys and Girls; Not-investment related; 1140 W Jackson Blvd., Chicago, Il 60607; Board Member - Ambassadors of Mercy; 01/2007 Start date; Two (2) hours per month; Zero (0) hours during securities trading hours; Assist in advancing the mission of Mercy Home for Boys and Girls, support and expand vital programs for children in need. (3) Chicago Booth Alumni Roundtable; Not-investment related; 401 N Michigan Ave., Ste. 900, Chicago, IL 60611; Finance Roundtable Chair; 01/2011 Start date; Two (2) hours per month; Zero (0) hours during securities trading hours; Lead alumni-network of professionals within the financial services industry. (4) Irish Angels; Not Investment-Related; 415 N LaSalle St., #504, Chicago, IL 60654; 01/02/2013; Passive Investor; Angel investing group of alumni from Notre Dame.
CRS (Client Relationship Summary) - RIA
Click below to view John Paul Salvino'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: 2010
Experience
Current
January 26, 2021 - Present
PERFORMANCE WEALTH
RIA
CRD#: 311735
Marco Island, FL
Past
September 20, 2006 - February 9, 2021
WILLIAM BLAIR
RIA
CRD#: 1252
CHICAGO, IL
Past
October 16, 2002 - February 9, 2021
WILLIAM BLAIR
BD
CRD#: 1252
CHICAGO, IL
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".
PW
PERFORMANCE WEALTH
PERFORMANCE WEALTH | PERFORMANCE WEALTH PARTNERS, LLC | PERFORMANCE WEALTH PARTNERS | PERFORMANCE WEALTH ADVISORS, LLC | PERFORMANCE WEALTH ADVISORS
CRD#: 311735 / SEC#: 801-120074
RIA
Registered Investment Advisory firm - (1/4/2021 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
California(1/26/2021)
IAR
Florida(2/12/2021)
IAR
Illinois(1/26/2021)
IAR
Texas(1/26/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PW
PERFORMANCE WEALTH
PERFORMANCE WEALTH | PERFORMANCE WEALTH PARTNERS, LLC | PERFORMANCE WEALTH PARTNERS | PERFORMANCE WEALTH ADVISORS, LLC | PERFORMANCE WEALTH ADVISORS
CRD#: 311735 / SEC#: 801-120074
RIA
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Contact information
Main Address
36 E. Hinsdale Ave, Hinsdale, IL 60521
Mailing Address
Phone number
(630) 686-5715
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,296 |
| AUM (Assets Under Management) | $ 3,387,124,011 |
Red Flags
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