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John Paul Napolitano

Investment adviser representative at Napier Financial
31 yearsExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$587.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

31 years in the industry.

  1. Napier Financial, LLCJun 2025 to now
  2. Truro Asset Management, LLCNov 2012 to Jan 2018
  3. LPL Financial LLCDec 2011 to Jun 2021
  4. U S Insurance Brokers, LLCOct 1995 to Jun 2021
  5. U.S. Financial Advisors, LLCSep 1995 to Jul 2025

Designations

  • CFP® certification
  • PFS

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1993

State registrations

Registered as an investment adviser representative in 2 states (FL, MA).

Napier Financial

Legal name: Napier Financial, LLC

$587.9MAssets managed
242Clients
9Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2311315
Firm CRD
336725
Advisor's SEC record (opens in a new tab)
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