AdvisorOS Directory
Claim Profile
JM

John Paul Middleton

MIDDLETON FINANICAL MANAGEMENT LLC·CLINTON, New Jersey
Unclaimed Profile
1728 RT 31, CLINTON, NJ 08809CRD# 2267593Firm CRD# 153112
01

About

John Paul Middleton is a registered financial advisor based in CLINTON, New Jersey, affiliated with MIDDLETON FINANICAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MIDDLETON FINANICAL MANAGEMENT LLC
BRIGHTON FINANCIAL PLANNING
AUM
$53M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MIDDLETON FINANICAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2267593
Firm CRD# 153112
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLINTON?

Browse all registered financial advisors in CLINTON, New Jersey or claim this profile if it's yours.

Browse CLINTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Paul Middleton offer?
John Paul Middleton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLINTON, New Jersey for a consultation.
What are John Paul Middleton's credentials?
John Paul Middleton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Paul Middleton located?
John Paul Middleton is based in CLINTON, New Jersey, working with MIDDLETON FINANICAL MANAGEMENT LLC. Their office serves clients in the CLINTON metropolitan area and surrounding communities.
How does John Paul Middleton charge for services?
John Paul Middleton's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIDDLETON FINANICAL MANAGEMENT LLC?
MIDDLETON FINANICAL MANAGEMENT LLC has approximately 1 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CLINTON
Michael Douglas Young — SP PARTNERSMarvin E Lesser — SP PARTNERSDeborah Ann Miller — SP PARTNERSBetty Ann Schraufnagel — SPOOR BEHRINS CAMPBELL & YOUNG SECURITIES CORPLouis Tranquilli — TRANQUILLI FINANCIAL ADVISOR, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile