John L. Campise

TKG WEALTH ADVISERS LLC

CLARK, NJ 07066

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CRD#: 6411826

Professional summary

John Louis Campise, who also goes by John L Campise, is a registered financial advisor currently at TKG WEALTH ADVISERS LLC located in Clark, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. 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

John L Campise

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.

Campise Financial Strategies, LLC- Investment Related; Start Day January 17, 2020; Sole member LLC created for purposes of providing financial advisory services under a DBA; Address: 607 Burtis St. Brick, NJ 08723. Currently inactive.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Louis Campise'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

February 27, 2024 - Present

TKG WEALTH ADVISERS LLC

Office #1: 1093 Raritan Road 2nd Floor, Clark, NJ 07066

RIA

CRD#: 324156

CLARK, NJ

Past

April 8, 2021 - October 16, 2023

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

SHREWSBURY, NJ

Past

April 22, 2015 - October 16, 2023

PARK AVENUE SECURITIES LLC

CRD#: 46173

SHREWSBURY, NJ

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

New Jersey
(2/27/2024)

IAR

Texas
(12/10/2024)

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

State Security Law Exam

IAR

Series 65

Date: 4/2/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/17/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/22/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TKG WEALTH ADVISERS LLC

CRD#: 324156 / SEC#:

New Jersey

Registered Investment Advisory firm - (1/22/2024 Approved)

Texas

Registered Investment Advisory firm - (12/6/2024 Conditional Restricted)

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Contact information

Main Address

1093 Raritan Road 2nd Floor, Clark, NJ 07066

Mailing Address

Phone number

(848) 235-5405

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	163
AUM (Assets Under Management)	$ 68,556,150

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.

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John L. Campise

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Louis Campise's CRS (Customer Relationship Summary).

Certified licenses

Experience

TKG WEALTH ADVISERS LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2021

Series 63

Date: 3/17/2017

SIE

Date: 10/1/2018

Series 6

Date: 4/22/2015

Current Firm

TKG WEALTH ADVISERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TKG WEALTH ADVISERS LLC

TRUST BUT VERIFY

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