John Dowling Kirkpatrick
Professional Summary
John Dowling Kirkpatrick was a registered financial advisor. John was a previously registered financial professional and started their career in finance 2006 - 2025. John had worked at 2 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
John joined Aspiriant in 2017 as a member of Stanford Investment Group’s Wealth Advisory Team, where he served as an advisor working with high-net-worth Silicon Valley clients and also drove the firm’s investment process and portfolio management. As Vice President at SIG, John established and implemented standards within research, trading and reporting business operations. Prior to joining SIG, John served as Director of Corporate Development at Nuance Communications, where he helped raise $250 million in...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
20 years registered in the securities industry
Current & Past Employments
Past
Education
University of Montana
Business Finance, B.S.
Business Finance, B.S.
Stanford University
MBA
MBA
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Current Firm
ASPIRIANT, LLC | KOCHIS FITZ/QUINTILE LLC
Contact Information
Main Address
11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025Mailing Address
201 E Fifth Street Suite 1430, Cincinnati, OH 45202Phone Number
(310) 806-4000# of Employees
218SEC notice filing (38 States and Territories)
Registered to provide investment advisory services in 38 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
12,173AUM (Assets Under Management)
$18,049,297,000Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/17/2025 | Cover Page | Report |
| 11/22/2024 | Cover Page | Report |
| 12/20/2023 | Cover Page | Report |
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ASPIRIANT, LLC | KOCHIS FITZ/QUINTILE LLC
State Registrations and Notice Filings
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.
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CRS (Client Relationship Summary)
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