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Jon Paul Cirelli

Investment Adviser Representative at ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

West Palm Beach, FLCRD #4729737Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
28 states
Exams Passed
4

Professional summary

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

Jon Paul Cirelli has worked in the securities industry since 2003. They are registered to provide investment advisory services in 28 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 28 states
ArizonaCaliforniaConnecticutDistrict of ColumbiaFloridaGeorgiaIdahoIllinoisKansasKentuckyLouisianaMinnesotaNebraskaNevadaNew HampshireNew JerseyNew YorkNorth CarolinaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaTexasUtahVirginiaWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/12/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 12/8/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/20/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Alexander Capital Wealth Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALEXANDER CAPITAL WEALTH MANAGEMENT LLCCurrent
7/25/2025West Palm Beach, FL
ALEXANDER CAPITAL, L.P.Current
7/7/2025West Palm Beach, FL
GREAT POINT ADVISORS, LLC
4/2/20257/8/2025Miami, FL
COASTAL INVESTMENT ADVISORS
8/17/20224/18/2023Miami, FL
CONCORDE ASSET MANAGEMENT, LLC
1/3/20194/13/2022Jupiter, FL

Official records & sources

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

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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. Jon Paul Cirelli 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.

Jon Paul Cirelli - Financial Advisor in West Palm Beach, FL | AdvisorFinder