John Paul Napolitano

Employer firm

Napier Financial CRD 336725

$588M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/1995 → 07/2025
  U.S. Financial Advisors, Llc
  Braintree, MA
• 10/1995 → 06/2021
  U S Insurance Brokers, Llc
  Braintree, MA
• 12/2011 → 06/2021
  Lpl Financial Llc
  Braintree, MA
• 11/2012 → 01/2018
  Truro Asset Management, Llc
  Braintree, MA
• 06/2025 → Present
  Napier Financial, Llc
  Braintree, MA

Previous Registrations

• 1998-12-25 → 2025-07-25
  U.S. Financial Advisors
  Braintree, MA
  Wilmington, DE
• 2023-08-21 → 2025-07-25
  Great Valley Advisor Group, Llc
  Braintree, MA

Other Businesses

1) 11/30/2011: John P Napolitano - Author - Not Investment Related - At Reported Business Location(s) - 5% Time Spent - writer, weekly syndicated newspaper column and monthly magazine articles 2) 12/02/2011: Author of Book - Author - Investment Related - At Reported Business Location(s) - 1% Time Spent 3) 12/29/2011: US Financial Advisors LLC - Registered Investment Advisor - DBA: (HYBRID) US Financial Advisors LLC - Investment Related - At Reported Business Location(s) - 25% Time Spent - I provide investment advisory services through US Financial Advisors, LLC. I started this business activity on 12/29/11. I expect to spend approximately 40 hours/month on this activity. . Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 4) 04/11/2014: John P Napolitano - Speaker - Not Investment Related - At Reported Business Location(s) 5) 08/28/2015: J Nap LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 30 Braintree Hill Office Park, Suite 201, Braintree MA 02184 - Start 11/30/2011 - 1 Hr/Mo; 0 Hours During Securities Trading. 6) 08/17/2015: Licensed Insurance Agent - Non-Variable Insurance - Investment Related - 30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184 - Start 03/01/2015 - 5 Hr/Mo; 0 Hours During Securities Trading - INS Types: Life, Health, Disability, LTC, Fixed Annuities 7) 08/25/2015: J Nap LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 30 Braintree Hill Office Park, Suite 201, Braintree MA 02184 - Start 12/31/2014 - 5 Hr/Mo; 0 Hours During Securities Trading. 8) 12/12/2016: South Coast Family Office - Investment Related - 687 Main Street, Waltham, MA 02451 - Other-Business Owner - Co-Owner - 1% of time spent 9) 1/1/2022: South Coast Financial Partners - Not investment related - 461 Faunce Corner Road, STE 2North Dartmouth, MA 02747 - Passive co-owner of CPA firm - 0% of time 10) 1/1/2022: Clement & Dacunha, LLC - Not investment related - 3 WARBLER WAY N. DARTMOUTH 02747 - Passive co-owner of CPA firm - 0% of time 11) 7/1/2022: GenWel Capital, LLC - Investment Related - 30 Braintree Hill Office Park, Suite 201 Braintree MA 02184 - Partial owner - Firm established for investing in private real estate transactions - 10% of time spent 12) 7/1/2022: GenWel Capital 2, LLC - Investment Related - 30 Braintree Hill Office Park, Suite 201 Braintree MA 02184 - Partial owner - Firm established for investing in private real estate transactions - 10% of time spent

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-21
• S63 Uniform Securities Agent State Law Examination
  1993-01-25

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• John Napolitano