Advisor at Alexander Capital Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alexander Capital Wealth Management LLC
Location
Red Bank, NJ 07701
Credentials
Series 63, Series 65
Industry experience
22 years
Jon Paul Cirelli is a financial advisor with Alexander Capital Wealth Management LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Great Point Advisors, Great Point Capital, Coastal Investment Advisors, and Concorde Investment Services. Outside of advisory work, he owns several businesses, including a real estate brokerage and a capital markets consulting firm. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis, utilizing both long- and short-term trading strategies, and operates mainly under discretionary authority for managed accounts.
Based on Alexander Capital Wealth Management LLC
Based on Alexander Capital Wealth Management LLC
Fixed fees for portfolio management services, negotiable and documented in agreement
$0+: 0.25% +: up to 2.00%
Commission-based compensation from affiliated broker-dealer and insurance agency for securities and insurance products
Fee-only: Fixed fees are negotiable and agreed upon with the client
10 Drs. James Parker Blvd, Suite 202
Red Bank, NJ 07701
Florida · New Jersey
Great Point Advisors, LLC
2025 - Present (1 year)
Great Point Capital, LLC
2023 - Present (3 years)
Coastal Investment Advisors, Inc.
2022 - 2023 (1 year)
Coastal Equities, Inc.
2022 - 2023 (1 year)
Concorde Investment Services, LLC
2015 - 2022 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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CFP®
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