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JW

John J. Weishar

SCIPIO FINANCIAL LLC
SUMMERVILLE, SC 29486
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CRD#: 7014787
JW

Professional summary


John Joseph Weishar JR., who also goes by John Joseph Weishar Jr., John Joseph Weishar Jr, John Joseph Weishar, John Weishar Jr, is a registered financial advisor currently at SCIPIO FINANCIAL LLC located in Summerville, South Carolina.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Joseph Weishar Jr. | John Joseph Weishar Jr | John Joseph Weishar | John Weishar Jr

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) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) TradePending; Not investment-related; 118 E Main St #201, Carrboro, NC. 27510; Software as a Service; Senior Account Executive; Phone calls and client meetings; Start date: 12/2022; Full-time position

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Joseph Weishar JR.'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

July 11, 2025 - Present

SCIPIO FINANCIAL LLC

Office #1: 700 Nexton Square Drive, Summerville, SC 29486
RIA
CRD#: 334402
SUMMERVILLE, SC
Past

September 10, 2024 - April 15, 2025

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
Summerville, SC
Past

September 10, 2024 - April 15, 2025

KOVACK SECURITIES INC.

BD
CRD#: 44848
Summerville, SC
Past

November 23, 2020 - January 17, 2023

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
MT PLEASANT, SC
Past

November 19, 2020 - January 17, 2023

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
MT PLEASANT, SC
Past

November 15, 2018 - October 23, 2020

EDWARD JONES

RIA
CRD#: 250
CHARLESTON, SC
Past

October 24, 2018 - October 23, 2020

EDWARD JONES

BD
CRD#: 250
CHARLESTON, SC

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
South Carolina
(7/11/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/14/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SCIPIO FINANCIAL LLC
SCIPIO FINANCIAL LLC

CRD#: 334402 / SEC#:

North Carolina
Registered Investment Advisory firm - (3/5/2025 Approved)
South Carolina
Registered Investment Advisory firm - (2/28/2025 Approved)
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Contact information


Main Address
700 Nexton Square Drive, Summerville, SC 29486
Mailing Address
Phone number
(843) 830-0019
Established
Firm type
Fiscal year end
# of Employees
2

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


SCIPIO FINANCIAL LLC

CRD#: 334402Summerville, SC 29486

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