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John Paul Dosen

Investment Adviser Representative at Columbus Investment Advisory Inc.

New Alany, OHCRD #7632133Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
1

Professional summary

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

John Paul Dosen is an investment adviser representative with Columbus Investment Advisory Inc. in New Alany, OH, where they have been registered since 2022, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio

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 9/30/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Columbus Investment Advisory Inc.Current
10/3/2022 – New Alany, OH

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. Columbus Investment Advisory
    May 2022 – no end date reportedNew Albany, OH
  2. Columbus Investment Advisory
    Aug 2021 – May 2022New Albany, OH
  3. PriceWaterhouseCoopers
    Jun 2021 – Jul 2021Cleveeland, OH
  4. Columbus Investment Advisory
    Mar 2020 – May 2021New Albany, OH
  5. Ohio State McCorkle Aquatic Pavillion
    Jan 2019 – Feb 2020Columbus, OH
  6. Morel Landscaping LLC
    May 2018 – Aug 2018North Royalton, OH
  7. Morel Landscaping LLC
    May 2019 – Aug 2019North Royalton, OH
  8. Handel's Ice Cream
    Apr 2016 – Feb 2018Broadview Heights, OH
  9. Full time Education St Benedictine High School
    Mar 2018 – Apr 2018Cleveland, OH
  10. Full time Educationn Ohio State
    Sep 2018 – Apr 2019Columbus, OH

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Columbus Investment Advisory Inc.

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

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

Portfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
1
Main office:
New Albany, OH
SEC file number:
801-51052

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 Columbus Investment Advisory Inc.

4 other advisors in the directory

View Columbus Investment Advisory Inc. firm profile
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 Paul Dosen 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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