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JF
JF

John Paul Fountain

Palomar Advisors INC.
27 Years of Experience
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Palomar Advisors INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
67 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$76.0M

Location

Temecula, CA

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History

Regulatory History (2)
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Employment Separation After Allegations
December 2013
Customer Dispute
November 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is the President/CEO of Creative Wealth Group/DBA Creative Wealth and Insurance Solutions, overseeing sales, marketing, operations, compliance, and budget, while also engaging in personal sales of fixed insurance products, dedicating nearly full-time hours to this role. He also receives finder's fees from a captive insurance company, spending a few hours per week finding prospects.

Employment History
Current Registrations
Palomar Advisors INC.
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Ameritas Investment CORP
May 2016 - November 2016 · 6 mos
Ameritas Investment CORP.Broker
May 2016 - November 2016 · 6 mos
Equity Services, INC.Broker
April 2014 - March 2016 · 1 yr 11 mos
Esi Financial Advisors
April 2014 - March 2016 · 1 yr 11 mos
Prudential Financial Planning Services
May 2010 - January 2014 · 3 yrs 8 mos
Pruco Securities, LLC.Broker
May 2010 - January 2014 · 3 yrs 8 mos
Metlife Securities INC.
September 2002 - April 2010 · 7 yrs 7 mos
Metlife Securities INC.Broker
August 2002 - April 2010 · 7 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
August 2002 - July 2007 · 4 yrs 11 mos
New England SecuritiesBroker
January 2002 - June 2002 · 5 mos
American Express Financial Advisors INC.Broker
May 2001 - December 2001 · 7 mos
Ids Life Insurance CompanyBroker
May 2001 - December 2001 · 7 mos
Prudential Securities IncorporatedBroker
February 2001 - May 2001 · 3 mos
Pruco Securities CorporationBroker
September 2000 - May 2001 · 8 mos
American Express Financial Advisors INC.Broker
April 1998 - August 2000 · 2 yrs 4 mos
Ids Life Insurance CompanyBroker
April 1998 - August 2000 · 2 yrs 4 mos
Waddell & Reed, INC.Broker
August 1997 - April 1998 · 8 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.