AdFi
JJ

John Joseph Hamilton Jr

Investment Adviser Representative at Aspire Advisors, LLC

North White Plains, NYCRD #709654Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
44 yrs
Exams Passed
9

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Joseph Hamilton is an investment adviser representative with Aspire Advisors, LLC in North White Plains, NY, where they have been registered since 2021. They have worked in the securities industry since 1982 and have been registered with 8 firms, including Metropolitan LIFE Insurance Company and Prudential Retirement Services, Inc. They have passed 9 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York.

Office

661 North Broadway
North White Plains, NY 10603

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York
Broker:
6 states and territories

Alaska, Connecticut, Delaware, Florida, New Jersey, New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/6/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 6/6/1991
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/16/1991
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/6/1989
Series 1
Registered Representative Examination
Passed 5/22/1980
Series 51
Municipal Fund Securities Principal Examination
Passed 9/26/2006
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 6/11/1993

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Aspire Advisors, LLCCurrent
8/19/2021 – North White Plains, NY
Metropolitan LIFE Insurance Company
1/22/1992 – 3/21/1996New York, NY
Prudential Retirement Services, Inc.
5/1/1993 – 7/14/1995Newark, NJ
Diversified Investors Securities Corp.
1/10/1994 – 4/13/1995Harrison, NY
MONY Securities Corp.
4/7/1989 – 1/10/1994New York, NY
Prudential Asset Management Company Securities Corporation
3/31/1993 – 5/1/1993Newark, NJ
THE Mutual LIFE Insurance Company OF NEW YORK
4/7/1989 – 10/15/1990New York, NY
J & H Equity Corporation
6/4/1980 – 9/29/1986

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Hamilton Cavanaugh, Inc.
    Oct 1986 – no end date reportedTarrytown, NY
  2. Hamilton Cavanaugh Investment Brokers, Inc.
    Nov 1993 – no end date reportedValhalla, NY

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Aspire Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • Individual - up to $100,0001.25%
  • Individual - $100,001 to $250,0001.00%
  • Individual - $250,001 to $500,0000.75%
  • Individual - above $500,0000.50%

+9 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension Consulting

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
1
Main office:
North White Plains, NY
SEC file number:
801-77599

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 27, 2026

View full firm profile

Other advisors at Aspire Advisors, LLC

6 other advisors in the directory

View Aspire Advisors, LLC firm profile

Similar advisors in North White Plains, NY

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Joseph Hamilton Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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