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John Paul Stevens

Commonwealth Financial Network

Needham, MA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-18
  • MA RA
    APPROVED
    Since 2025-02-18

Branch Locations

75 Second Avenue, Suite 310, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc Malvern PA 06/2022 12/2024
Roman Catholic High School Philadelphia PA 09/2014 06/2018
Boston College Chestnut Hill MA 09/2018 05/2022
Self-Employed Havertown PA 07/2020 01/2022
Schuylkill Valley Landscaping Bala Cynwyd PA 06/2018 08/2019
Visiting Angels Havertown PA 11/2020 01/2022
Vade Group, Inc. Brighton MA 06/2021 08/2021
Core Wealth Advisory Waltham PA 12/2024 Present
  • 06/2022 → 12/2024
    The Vanguard Group, Inc
    Malvern, PA
  • 09/2014 → 06/2018
    Roman Catholic High School
    Philadelphia, PA
  • 09/2018 → 05/2022
    Boston College
    Chestnut Hill, MA
  • 07/2020 → 01/2022
    Self-Employed
    Havertown, PA
  • 06/2018 → 08/2019
    Schuylkill Valley Landscaping
    Bala Cynwyd, PA
  • 11/2020 → 01/2022
    Visiting Angels
    Havertown, PA
  • 06/2021 → 08/2021
    Vade Group, Inc.
    Brighton, MA
  • 12/2024 → Present
    Core Wealth Advisory
    Waltham, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-02
S63 Uniform Securities Agent State Law Examination 2022-08-08
  • S66 Uniform Combined State Law Examination
    2024-12-02
  • S63 Uniform Securities Agent State Law Examination
    2022-08-08
Other Names
  • Jp Stevens
  • John Stevens

View on SEC IAPD

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INTEGRATED WEALTH CONCEPTS LLC
DARROW WEALTH MANAGEMENT
FREEMAN FINANCIAL LLC

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Andrew Rudolph Haff
Michael Richard Bradley

Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

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