John Northrup
EXPERIENCE YOUR WEALTH
Bristol, RI
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CRD#: 6420463
Professional summary
John Northrup, CFA, CFP®, who also goes by Jake Northrup, is a registered financial advisor currently at EXPERIENCE YOUR WEALTH, LLC located in Bristol, Rhode Island.
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 exam.
Biography
Hi there!
My name is Jake - I’m originally from Massachusetts and moved to Rhode Island in 2019 with my high-maintenance wedding planner wife and dog (yes - both high maintenance).
I previously worked at a financial planning firm in the Boston area helping families with ~$5 million+ in net worth which taught me a very valuable lesson. Time is finite, whereas money is infinite.
We get trapped sacrificing our finite time in the endless pursuit of infinite money when we don’t know how much money is “enough”. We make unnecessary sacrifices to save for “retirement” because that’s what we’re supposed to do… right? I’d argue no.
And thus, Experience Your Wealth was born. I launched EYW in 2019 to help travel-loving young families experience their money throughout their life and not just in “retirement”.
We're shaking up the financial planning industry by bringing modern, life-centered financial planning advice and personal CFO-level service to our clients. We are completely remote, paperless and meet clients over Zoom with frequent guest appearances from kids, dogs, cats and whatever fun animals that may be around your home.
Disclaimer: We can't work with clients who don't like dogs,
Question & Answer
What are your service offerings?
Estate Planning
Debt Management
Tax Planning
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Education Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Corporate Executives
Fixed Fee (Subscription, Retai...
Medical Professionals
Millennials
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jake Northrup
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.
John Northrup investment-related 35 Brookwood Rd, Bristol, RI 02809 writing, consulting, and education Owner April 2022 approximately 5 hours per month 0 hours during trading hours Pursue paid engagements that include writing, presenting, and speaking about financial planning topics and financial education
CRS (Client Relationship Summary) - RIA
Click below to view John Northrup'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: 2016
Experience
Current
October 22, 2019 - Present
EXPERIENCE YOUR WEALTH, LLC
RIA
CRD#: 305991
Bristol, RI
Past
January 29, 2015 - August 23, 2019
BALLENTINE PARTNERS
RIA
CRD#: 152802
WALTHAM, MA
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(3/17/2023)
IAR
Massachusetts(12/10/2019)
IAR
Nevada(4/22/2025)
IAR
New Hampshire(7/29/2025)
IAR
New York(12/13/2023)
IAR
Rhode Island(10/22/2019)
IAR
Texas(8/7/2020)
Current Firm
EXPERIENCE YOUR WEALTH, LLC
EXPERIENCE YOUR WEALTH, LLC
CRD#: 305991 / SEC#:
Arizona
Registered Investment Advisory firm - (1/3/2024 Terminated)California
Registered Investment Advisory firm - (3/17/2023 Approved)Massachusetts
Registered Investment Advisory firm - (12/10/2019 Approved)Nevada
Registered Investment Advisory firm - (4/21/2025 Approved)New Hampshire
Registered Investment Advisory firm - (7/29/2025 Approved)New York
Registered Investment Advisory firm - (12/13/2023 Approved)Rhode Island
Registered Investment Advisory firm - (9/30/2019 Approved)Tennessee
Registered Investment Advisory firm - (5/23/2024 Terminated)Texas
Registered Investment Advisory firm - (8/4/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Bristol, RI
Mailing Address
Phone number
(401) 227-7881
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 316 |
| AUM (Assets Under Management) | $ 55,540,276 |
Red Flags
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