John Volpi, financial advisor Westerville OH
87 score

John Volpi

CRD Number: 1316223
Current Firm: Gwn Securities Inc.

John Volpi (CRD# 1316223) is an Investment Advisor Representative working at Gwn Securities Inc. in Westerville, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Jan 2005 - Current 11
Ohio Agency Gahanna, OH May 1993 - Current 23
Mutual Of New York Columbus, OH Jan 1984 - Current 32
Volpi Financial Services Westerville, OH Jan 1981 - Current 35
Self Columbus, OH Jan 1981 - Current 35

John Volpi has no recent exams reported.
Contact Info for John D. Volpi
Phone Number: 561-472-2700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,387
    MILLIONS
  • Total Number of Accounts
    21,091
    ACCOUNTS
  • Average Account Value
    $65,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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