JG
John R. Ginn
PARABLE WEALTH ADVISORS
St Augustine, FL 32080
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CRD#: 6931340
JG
Professional summary
John Richard Ginn is a registered financial advisor currently at PARABLE WEALTH ADVISORS located in St Augustine, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 2 firms and has passed the Series 65 exam.
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.
1. Ginn & Patrou, PA, Law Firm, 770 A1A Beach Blvd., Ste D., St. Augustine, FL 32080 a. Law Firm b. I am a shareholder; 50% owner c. Not Investment Related, 20hrs per week 2. Ginn & Patrou Holdings, LLC, same address a. Passive Real Estate Holding Company b. I am the 50% owner/manager c. This is a passive Investment 3. Lion Title, LLC, same address a. Title Company b. I am 25% Owner and Manager c. 10hs/wk d. not Investment related 4. BPG Builders, LLC a. real estate development company for our new home builds b. I am 30% owner and a manager c. 1hr/week d. We buy, develop, and sell new residential property. 5hrs per week. 5.Local Real Estate Agent, LLC - investment-related" No; Saint Augustine, Florida; Position/title and duties with business licensed real estate agent; 3/30/2017 ; Hours per month devoted to the business Less than 1; Percentage of total yearly salary expected to be derived from the business 0-5%; is the individual a principal/control person of the outside business? No; Does this activity entail Service on Board of Directors for a Publicly Traded Company? No 6. Member; GP Advisor Services, LLC; Investment Related: Yes; Location: 770 A1a Beach Blvd., Ste D., St. Augustine, FL 32080; Description of the business: Operating company for investment management; Start date with business: 2020-07-01; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 10; 7. Owner; GP 13th Street, LLC; Investment Related: Yes; Location: 17 13th Street., St. Augustine, FL 32080; Description of the business: Real Estate Holding Company; Start date with business: 2020-11-01; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 10;
CRS (Client Relationship Summary) - RIA
Click below to view John Richard Ginn'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®
NoneExperience
Current
March 10, 2020 - Present
PARABLE WEALTH ADVISORS
Office #1: 460 A1a Beach Blvd., St Augustine, FL 32080RIA
CRD#: 304873
St Augustine, FL
Past
June 27, 2018 - March 25, 2020
CAPITALROCK FINANCIAL, LLC
RIA
CRD#: 281234
NAPLES, FL
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
Florida(3/10/2020)
Current Firm
PW
PARABLE WEALTH ADVISORS
PARABLE WEALTH ADVISORS | PARABLE, LLC
CRD#: 304873 / SEC#: 801-132360
Florida
Registered Investment Advisory firm - (8/30/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
460 A1a Beach Blvd., St Augustine, FL 32080
Mailing Address
Phone number
(904) 420-0008
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 208 |
| AUM (Assets Under Management) | $ 140,868,916 |
Red Flags
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