John William Tympanick

Employer firm

Global Vision Financial Services CRD 304372

$81.5M regulatory AUM 37 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1998 → Present
  Jwt Ivestment & Tax Consultants
  Sagamore Beach, MA
• 01/2005 → 12/2017
  Hospitality Mutual Insurance Company
  Southboro, MA
• 05/2019 → Present
  Global Vision Financial Services Llc
  Sarasota, FL

Other Businesses

I am currently working with three other entities: JWT Investment and Tax Consultant as a Principal. My role is exactly similar to what I will be doing for Global Vision Financial Services LLC that includes investment advising, financial planning and tax advising. Massachusetts Medical Malpractice Reinsurance Plan, a medical malpractice reinsurer, the company is located in Southborough, MA. I am a member of their investment committee, it is investment related. I have on the committee since 2005 and spend less than 10 hours a year on this activity. the committee is responsible for the overseeing of investing of the company's assets. Lastly, I am a hearing officer for the Massachusetts Board of Bar Overseers in Boston, MA. I began as a hearing officer in late 2016. I have not spent any time since being nominated. However if I was called to hear a case, it would usually only last three days (or 24 hours). The BBO oversees the disciplinary hearings for Massachusetts lawyers who are charged with unethical behavior.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-31

Other Names

• John Tympanick