Unclaimed Profile

John Dowling Kirkpatrick

STANFORD INVESTMENT GROUP, INC.·MOUNTAIN VIEW, California

SIE, Series 7, Series 24, Series 65, Series 66Clean record9 years registeredSTANFORD INVESTMENT GROUP, INC.

2570 W. EL CAMINO REAL, MOUNTAIN VIEW, CA 94040CRD# 5217694Firm CRD# 10331

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Dowling Kirkpatrick · MOUNTAIN VIEW, CA

Registration

CRD #5217694 · STANFORD INVESTMENT GROUP, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STANFORD INVESTMENT GROUP, INC.

ASPIRIANT, LLC

Feb 2017 – Jul 2025

Mountain View, CA

STANFORD INVESTMENT GROUP, INC.

Dec 2016 – Feb 2017

MOUNTAIN VIEW, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · December 19, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STANFORD INVESTMENT GROUP, INC.

CRD 10331 · SEC 801-16773

AUM

$801M

Regulatory assets under management

Employees

985 client accounts

Services offered by STANFORD INVESTMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STANFORD INVESTMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does John Dowling Kirkpatrick offer?

John Dowling Kirkpatrick specializes in Financial Planning, Investment Management.

What are John Dowling Kirkpatrick's credentials?

John Dowling Kirkpatrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Dowling Kirkpatrick located?

John Dowling Kirkpatrick is based in MOUNTAIN VIEW, California, last registered with STANFORD INVESTMENT GROUP, INC..

How does John Dowling Kirkpatrick charge for services?

John Dowling Kirkpatrick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STANFORD INVESTMENT GROUP, INC.?

STANFORD INVESTMENT GROUP, INC. has approximately 16 employees and manages $801M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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