John Paul Szafranski
Professional Summary
John Paul Szafranski, who also goes by J.p. Szafranski, is a registered financial advisor currently at MELIORA CAPITAL located in Tulsa, Oklahoma. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
J.p. Szafranski
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
MELIORA CAPITAL | MELIORA CAPITAL, LLC
Contact Information
Main Address
5314 S. Yale Ave. Suite 200, Tulsa, OK 74135Phone Number
(918) 619-6710# of Employees
3SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
246AUM (Assets Under Management)
$174,816,740Similar Advisors
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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.
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Primary Firm SEC Registration
MELIORA CAPITAL | MELIORA CAPITAL, LLC
State Registrations and Notice Filings
(9/26/2014)
(5/2/2024)
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) - RIA
Click below to view John Paul Szafranski's CRS (Customer Relationship Summary).
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