John Chrin has held the title Member at Circle Wealth Management since February 2012, is a control person of the firm and directly owns between 10% and 25% of it. John Chrin holds an MBA from Columbia Business School and a BS and BA from Lehigh University.
Circle Wealth Management, LLC is a Summit, NJ firm with $14.1B under management, 380 clients and 11 advisers across 2 offices, as of its April 2026 filing.
John R. Chrin is Partner and CIO of Circle Wealth Management. Chrin's professional experience includes JP Morgan Chase as Co-Head, Managing Director, Financial Institutions Mergers & Acquisitions and Depository Investment Banking. Chrin is a Senior Advisor to Century Equity Partners.
Professional designations
Listed by Circle Wealth Management
- CFP®
Investment adviser representative registrations
John Chrin is registered as an investment adviser representative in 5 states. The first approvals date from July 2017; the most recent is Florida, in February 2026.
- FloridaSince 20 February 2026
- New JerseySince 19 July 2017
- New YorkSince 30 November 2021
- PennsylvaniaSince 30 November 2021
- TexasSince 17 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 9 May 1997 |
| Series 24 | General Securities Principal Examination | 11 April 1997 |
| Series 7 | General Securities Representative Examination | 31 January 1997 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- John Robert Chrin
- CRD
- 2673970
- Firm
- Circle Wealth Management · CRD 142878
- Role
- Member
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- circlewm.com
Where does John Chrin work?
John Chrin has held the title Member at Circle Wealth Management, LLC since February 2012, and is a control person of the firm.
Is John Chrin a financial advisor?
Yes. John Chrin has a current investment-adviser registration in Florida, New Jersey, New York, Pennsylvania and Texas, through Circle Wealth Management since July 2017.
How many years of experience does John Chrin have?
John Chrin has 9 years in the financial industry, since July 2017, across 1 adviser firm.
What exams has John Chrin passed?
John Chrin has passed 3 licensing exams: the Series 7, Series 24 and Series 63. The earliest, the Series 7, was passed in January 1997.
Is John Chrin registered with FINRA?
No. John Chrin has no current broker registration.
Is John Chrin a CFP?
Circle Wealth Management lists John Chrin with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify John Chrin’s record?
Search CRD 2673970 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Chrin’s full registration record.
