John Paul Fountain
Investment adviser representative at Palomar Advisors Inc.
1 yearExperience
2 statesRegistered in
$101.3MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
1 year in the industry.
- Palomar Advisors Inc.Jan 2020 to now
- Palomar Advisors Inc. (f/k/a Creative Benefits Inc.)Sep 2016 to now
- Creative Wealth Group/dba Creative Wealth & Insurance SolutionsMar 2015 to now
- Ameritas Investment CorpApr 2016 to Nov 2016
- Ameritas Life Insurance CorpMar 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Palomar Advisors Inc.
$101.3MAssets managed
76Clients
1Advisers
Under 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
- 2908403
- Firm CRD
- 285358