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Jon paul Cirelli

Great Point Capital LLC

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About Jon paul Cirelli

Jon paul Cirelli is a financial advisor with Great Point Capital LLC based in Miami, FL. Jon paul has been in the financial services industry since 2003. Jon paul has a strong track record of helping clients reach their financial goals and is committed to providing personalized advice and guidance to help clients make informed decisions about their investments. Jon paul's current employment is with Great Point Capital LLC. Jon paul has also worked with COASTAL EQUITIES, INC., CONCORDE INVESTMENT SERVICES, LLC, J.P. TURNER & COMPANY, L.L.C., and GUNNALLEN FINANCIAL, INC. Jon paul is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7 and 63 securities licenses. Jon paul also holds Series 65 and SIE exams. Jon paul is licensed to provide investment advice in 28 states.

Firm Information

Jon paul Cirelli is currently registered with Great Point Capital LLC. Great Point Capital LLC is a Limited Liability Company that was formed on August 17, 2000. The firm is registered to do business in all 50 states, as well as the District of Columbia. They have one SEC registration and have been the subject of 11 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

83

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.

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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Jon paul Cirelli’s Registration & Firm History

FL

04/11/2023 - Present

Great Point Capital LLC (Miami FL)

FL

04/13/2022 - 04/18/2023

COASTAL EQUITIES, INC. (MIAMI FL)

FL

06/02/2015 - 04/13/2022

CONCORDE INVESTMENT SERVICES, LLC (Jupiter FL)

NY

03/04/2010 - 06/02/2015

J.P. TURNER & COMPANY, L.L.C. (PORT JEFFERSON NY)

NY

11/21/2003 - 03/23/2010

GUNNALLEN FINANCIAL, INC (PORT JEFFERSON NY)

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Licenses & Designations

IA

Issued 10/12/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Jon paul Cirelli. Review regulatory record here.
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