Jon Paul Cirelli

Current Employers

Employment History

• 06/2015 → 04/2022
  Concorde Investment Services, Llc
  Troy, MI
• 04/2022 → 04/2023
  Coastal Equities, Inc.
  Wilmington, DE
• 04/2022 → 04/2023
  Coastal Investment Advisors, Inc.
  Wilmington, DE
• 04/2023 → Present
  Great Point Capital, Llc
  Chicago, IL
• 03/2025 → Present
  Great Point Advisors, Llc
  Chicago, IL

Previous Registrations

• 2025-04-02 → 2025-07-08
  Quincy Wells Advisors, Llc
  Chicago, IL
  Miami, FL
• 2022-08-17 → 2023-04-18
  Realta Investment Advisors, Inc
  Wilmington, DE
  Jupiter, FL
  Palm Beach Gardens, FL
  Miami, FL
• 2019-01-03 → 2022-04-13
  Concorde Asset Management, Llc
  N. Palm Beach, FL
  Ann Arbor, MI
  Palm Beach Gardens, FL
  Jupiter, FL

Other Businesses

(1). Owner of JP Cirelli, Inc; 34 Dunbar Road Palm Beach Gardens, FL. 33418. This is where Jon Paul's commissions are deposited. Start date 1/1/2014. 0 hours per month during normal trading hours and 0 hours per month outside of normal trading hours. Not investment related. (2). Elite Access Opportunities, a real estate brokerage company; Sole Owner 34 Dunbar Road Palm Beach Gardens, FL. 33418 Start date 6/25/20. Duties include managing personal real estate. 0 hours per month during normal trading hours and 0 hours per month outside of normal trading hours. Not investment related. (3). Parsiani Real Estate, a real estate company; 34 Dunbar Road, Palm Beach Gardens, FL 33418 Date 8/6/2020. Owner, Were I receive real estate commissions, Duties include selling tangible real estate. 0 hours per month during normal trading hours and 5 hours per month outside of normal trading hours. Non-Investment related. (4). Pivot Professional Partners, DBA for registered rep Financial Advisor services; 34 Dunbar Road, Palm Beach Gardens, FL 33418. Start date 3/2/2020.140 per month during normal trading hours and 20 hours per month outside of normal trading hours. Investment related. (5). 718C LLC a Financial Services company; Sole Owner. 34 Dunbar Road, Palm Beach Gardens, FL 33418 Start date 7/12/2022. No duties are associated with this Sole owner. Payment Processing Co., 0 hours per month during normal trading hours and 0 hours per month outside of normal trading hours. Not investment related. (6). JP Perry Group LLC; 34 Dunbar Road, Palm Beach Gardens, FL. Sole owner. Ownership in CPA firm. Start date 02/23/2023. The duties will be closing prospective clients for Pivot Professional Partners. 5 hours per month during normal trading hours and 5 hours per month outside of normal trading hours. Investment related. (7). Sole Member/ Owner of RENEGADE 2.0 THE LEGACY, a Capital Markets Consulting company; 34 Dunbar Road, Palm Beach Gardens, FL 33418. Start date Mar 29, 2025. Acting as a Business Consultant for private companies on capital raising initiatives; 20 hours per month during normal trading hours and 5 hours per month outside of normal trading hours. Investment related. (8). 830 Club Drive LLC, 34 Dunbar Road, Palm Beach Gardens, FL 33418. Start date 02/30/2020. Owns Real Estate, non-investment related, sole owner, 0 hours devoted during market hours. (9). Coastal Way Financial Group, LLC 900 N. Olive Avenue, West Palm Beach, FL 33401. Start date 02/23/2023. Registered Investment Advisory Firm, 5% Owner, no duties. Investment Related. (10). JP Coastal Way, LLC 34 Dunbar Road, Palm Beach Gardens, FL 33418. Start Date 02/23/2023 Holds ownership in Coastal Way Financial Group LLC. No duties, non-investment related. (11). HDEV 1 LLC 4600 Military Trail, Ste. 224 Jupiter, Fl 33458. Start date 07/07/2021. Holds capital contribution in student housing. No duties. No hours. Not investment related (12). JPPP First LLC. 34 Dunbar Road, Palm Beach Gardens, FL 33418. Start date 02/23/2023 non-investment related. Sole owner. Represents ownership in Sports Agency. ) 0 hours devoted during market hours. No duties. (13). LIOOOONCITO LLC 34 Dunbar Road, Palm Beach Gardens, FL 33418 Start date 05/29/2024. Sole Owner holds privately held stock. Non-investment related. No duties (14). Second Hill Holdings. 34 Dunbar Road, Palm Beach Gardens, FL 33418. Start date 11/23/2021. Sole Owner, holding company. No duties Non-Investment Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-12
• S63 Uniform Securities Agent State Law Examination
  2003-12-08