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JC
JC
John Cimino
Naples Wealth Planning
19 Years of Experience
2 Disclosures
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Financial Planning & Coaching
High Net Worth
Naples Wealth Planning
Compensation
Commission-Based
Fee-Only (AUM)
Fixed/Hourly
Firm Size
8 advisors
Number of Clients
358 clients
Average Client Portfolio
$995K average
Assets Under Management
$356.3M
Fee Structure
Minimum Investment:
$250K
Investment Management
Planning
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Location
1016 Collier Center Way, Suite 201, Naples, FL, 34110
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
September 2023
Pending
Customer Dispute
March 2009
Closed-No Action
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Naples Wealth Planning
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Imprint Wealth LLC
July 2024 - September 2024 · 2 mos
American Global Wealth Management, INC.
Broker
September 2023 - November 2025 · 2 yrs 2 mos
Imprint Wealth LLC
July 2023 - June 2024 · 11 mos
Laidlaw Wealth Management LLC
April 2022 - August 2023 · 1 yr 4 mos
Laidlaw & Company (UK) LTD.
Broker
March 2022 - August 2023 · 1 yr 5 mos
Wells Fargo Advisors Financial Network, LLC
May 2009 - March 2022 · 12 yrs 10 mos
Wells Fargo Advisors Financial Network, LLC
Broker
April 2009 - March 2022 · 12 yrs 11 mos
Morgan Keegan & Company, INC.
August 2007 - July 2008 · 11 mos
Morgan Keegan & Company, INC.
Broker
March 2007 - July 2008 · 1 yr 4 mos
Northwestern Mutual Investment Services, LLC
Broker
May 2005 - January 2007 · 1 yr 8 mos
State Registrations
1 state
FL
Advisor
Exams
No exam information available for this advisor.