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John Paul Dosen

Columbus Investment Advisory Inc.

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About John Paul Dosen

John Paul Dosen is a registered Investment Advisor Representative with Columbus Investment Advisory Inc. John has been in the industry since 2016 and has experience in various roles, including working for PriceWaterhouseCoopers and Morel Landscaping LLC. John is also a graduate of Ohio State University. Columbus Investment Advisory Inc. offers advisory services to individuals, high-net-worth individuals and charitable organizations. The firm has a long history of providing financial advice to clients and has a team of experienced professionals.

Firm Information

John Dosen is currently registered with Columbus Investment Advisory Inc.. Columbus Investment Advisory Inc. is an investment advisory firm based in NEW ALBANY, OH. They manage approximately $345,471,029 in regulatory assets under management for individuals, charitable organizations, and high-net-worth individuals. Their services include financial consulting and portfolio management for individuals.
Columbus Investment Advisory Inc.

68 NORTH HIGH STREET

NEW ALBANY, OH 43054-7101

$345.47M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting.

Financial consulting.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Dosen’s Registration & Firm History

OH

10/03/2022 - Present

Columbus Investment Advisory Inc. (New Alany OH)

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Licenses & Designations

IA

Issued 09/30/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Paul Dosen.
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