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John Paul Middleton

MIDDLETON FINANICAL MANAGEMENT LLC·CLINTON, New Jersey
Series 3, Series 7, Series 63Clean record16 years registeredMIDDLETON FINANICAL MANAGEMENT LLC
1728 RT 31, CLINTON, NJ 08809CRD# 2267593Firm CRD# 153112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Paul Middleton · CLINTON, NJ
Registration
CRD #2267593 · MIDDLETON FINANICAL MANAGEMENT LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Dec 2023 – present
BRIGHTON FINANCIAL PLANNING
Mar 2010 – Feb 2024
BASKING RIDGE, NJ
BRIGHTON FINANCIAL PLANNING INC
Nov 2009 – Mar 2010
CLINTON, NJ
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Registration record
First registered · November 16, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MIDDLETON FINANICAL MANAGEMENT LLC
CRD 153112 · SEC 801-71169
AUM
$53M
Regulatory assets under management
Employees
1
234 client accounts
Services offered by MIDDLETON FINANICAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MIDDLETON FINANICAL MANAGEMENT LLC →
Introduction

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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.
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