John Williams Northrup
CFA, CFP®Professional Summary
John Williams Northrup, CFA, CFP®, who also goes by Jake Northrup, John 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Financial Planning
- Tax Planning
- Business Services
- Investment Management
- Retirement Planning
- Education Funding
- Cashflow & Budgeting
Specializations
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...
Other Aliases
Jake Northrup, John Northrup
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
EXPERIENCE YOUR WEALTH, LLC
Contact Information
Main Address
Bristol, RIMailing Address
555 N Main St. #1162, Providence, RI 02904Phone Number
(401) 227-7881# of Employees
3SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
415AUM (Assets Under Management)
$105,302,182Similar 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
EXPERIENCE YOUR WEALTH, LLC
State Registrations and Notice Filings
(3/17/2023)
(12/10/2019)
(4/22/2025)
(7/29/2025)
(12/13/2023)
(10/22/2019)
(8/7/2020)
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 Williams Northrup's CRS (Customer Relationship Summary).
Services Offered by John
- Estate & Legacy Planning
- Financial Planning
- Tax Planning
- Business Services
- Investment Management
- Retirement Planning
- Education Funding
- Cashflow & Budgeting
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