Jon Cirelli
Jon Cirelli is a registered investment advisor at Alexander Capital Wealth Management LLC, based in West Palm Beach, FL, with 22 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 621 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACWM offers investment management through wrap fee programs. The annual management fee is negotiated with each client and ranges from 0.25% to 2.00% of the value of your portfolio. The fee includes money management, certain transaction costs, and custodial and administrative costs. There is no minimum fee for investing on the Envestnet | Placemark platform. The advisory fee is negotiable, depending on individual client circumstances. In some cases, ACWM may charge a fixed fee for portfolio management, which will be negotiable.
Location
900 North Olive Avenue, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (8)
Customer Dispute
December 2025Customer Dispute
December 2025Customer Dispute
May 2023Customer Dispute
March 2021Customer Dispute
March 2021Customer Dispute
November 2020Customer Dispute
October 2020Customer Dispute
September 2008Other Business Activities
Jon is involved in several business activities, including real estate, financial advising, and consulting. He dedicates full-time hours to processing securities for Pivot Professional Partners and about a quarter of his time to structuring investments for Renegade Capital Advisors LLC.
Employment History
Current Registrations
Alexander Capital Wealth Management LLC
Alexander Capital, L.P.
Alexander Capital, L.P.Broker
Previous Registrations
Great Point Advisors, LLC
Great Point Capital LLCBroker
Coastal Investment Advisors
Coastal Equities, INC.Broker
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
J.P. Turner & Company, L.L.C.Broker
Gunnallen Financial, INCBroker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.