John Papa (CRD# 1834731) is an Investment Advisor Representative working at Diversified Planning Strategies Advisors LLC in Roseland, NJ and has over 9 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diversified Planning Strategies Advisors LLC | Caldwell, NJ | May 2022 - Current | 1 |
| Diversified Planning Strategies Advisors LLC | Caldwell, NJ | Apr 2022 - Current | 2 |
| Advanced Planning Strategies Dba Diversified Planning Strategies | Caldwell, NJ | Jun 1988 - Current | 35 |
| Ae Wealth Management | Topeka, KS | Jan 2016 - Sep 2022 | 6 |
| Global Financial Private Capital, LLC | Sarasota, FL | Jan 2015 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- TX
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Total Assets Under Management71MILLIONS
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Total Number of Accounts475ACCOUNTS
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Average Account Value$150,455
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ, TX
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