John Passaro

Employer firm

Oxford Wealth Group, LLC CRD 319561

$328M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2014 → 03/2023
  Passaro Consulting
  Tampa, FL
• 03/2023 → 02/2024
  Questco
  Tampa, FL
• 04/2024 → 05/2026
  Ifg
  Wilmington, NC
• 01/2025 → 10/2025
  Dipaolo Financial Group, Inc.
  Lutz, FL
• 06/2026 → Present
  Oxford Wealth Group, Llc
  Tampa, FL

Previous Registrations

• 2025-06-11 → 2025-09-24
  Dipaolo Financial Group, Inc.
  Lutz, FL

Other Businesses

1) INSURANCE SALES;INVESTMENT RELATED; ORLANDO, FL; SALE OF INSURANCE PRODUCTS; AGENT; ACTIVITY BEGAN 9/2025 ; DEVOTE 1-20 HOURS PER WEEK AT THIS TIME TO THIS ACTIVITY DURING TRADING HOURS; COMPENSATION IS COMMISSION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-11

Other Names

• Johnny Passaro