John Marvin Harper
Investment Adviser Representative at Northcoast Asset Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Marvin Harper is an investment adviser representative with Northcoast Asset Management LLC in Dallas, TX, where they have been registered since 2025. They have worked in the securities industry since 2015 and have been registered with 7 firms, including Kovitz Investment Group Partners, LLC and Connectus Wealth. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity Brokerage Services, LLCJul 2015 – Sep 2018American Fork, UT
- Fidelity Personal AND Workplace AdvisorsJul 2018 – Sep 2018Boston, MA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 – Jul 2021Idaho Falls, ID
- BANK OF America, N.A.Oct 2018 – Jul 2021Idaho Falls, ID
- Charles Schwab & Co., Inc.Aug 2021 – Apr 2024Westlake, TX
- Charles Schwab Bank, SSBAug 2021 – Apr 2024Westlake, TX
- Connectus WealthMay 2024 – Jun 2024Dallas, TX
- Kovitz Investment Group Partners, LLCJun 2024 – no end date reportedDallas, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Northcoast Asset Management 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
- Other
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
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 29
- Offices listed on AdvisorFinder:
- 23
- Main office:
- Stamford, CT
- SEC file number:
- 801-107054
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 30, 2026
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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 Marvin Harper 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.
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