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JD

John P. Doncaster

DONCASTER WEALTH
HINSDALE, IL
Some features on this profile are disabled
CRD#: 6058770
JD

Professional summary

John Paul Doncaster is a registered financial advisor currently at DONCASTER WEALTH LLC located in Hinsdale, Illinois.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. John has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Paul Doncaster'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

September 9, 2025 - Present

DONCASTER WEALTH LLC

RIA
CRD#: 336225
HINSDALE, IL
Past

June 16, 2015 - September 10, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
Beavercreek, OH
Past

February 6, 2014 - September 10, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Beavercreek, OH

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
(9/25/2025)
IAR
Illinois
(9/9/2025)
IAR
Massachusetts
(11/7/2025)
IAR
Ohio
(9/15/2025)
IAR
Texas
(9/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/27/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/31/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/6/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

DW
DONCASTER WEALTH LLC
DONCASTER WEALTH LLC

CRD#: 336225 / SEC#:

California
Registered Investment Advisory firm - (9/25/2025 Approved)
Illinois
Registered Investment Advisory firm - (9/9/2025 Approved)
Massachusetts
Registered Investment Advisory firm - (11/7/2025 Approved)
Ohio
Registered Investment Advisory firm - (9/15/2025 Approved)
Texas
Registered Investment Advisory firm - (9/17/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Hinsdale, IL
Mailing Address
Phone number
(937) 245-1129
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

DONCASTER WEALTH LLC

CRD#: 336225Hinsdale, IL

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