John Cimino has been an investment adviser representative at Naples Wealth Planning since July 2024, and is not listed among the firm’s executive officers or direct owners. John Cimino studied at Florida Gulf Coast University.
Naples Wealth Planning, LLC is a Bonita Springs, FL firm with $227M under management, 226 clients and 10 advisers in one office, as of its April 2026 filing.
John D. Cimino is Vice President, Wealth Management at Naples Wealth Planning. He began his career in 1998 at Legg Mason Wood Walker, Inc. in Naples, FL, and in 2003 took a position as a Financial Advisor with Northwestern Mutual Financial Network. In 2006 he became a Financial Advisor with Morgan Keegan and Company. From early 2009 he was associated with Wells Fargo Advisors Financial Network until joining Naples Wealth Planning in March of 2022.
John Cimino’s longest registration was 12 years at Wells Fargo Advisors Financial Network, LLC (2009–2022). Before joining Naples Wealth Planning in 2024, John Cimino was registered through Imprint Wealth LLC and Laidlaw Wealth Management LLC.
- Naples Wealth PlanningCurrent– present · 2 yearsBonita Springs, FL · Adviser representative · Firm CRD 330316
- Imprint Wealth LLC– · 1 yearNaples, FL · Adviser representative · Firm CRD 322130
- Laidlaw Wealth Management LLC– · 1 yearNaples, FL · Adviser representative · Firm CRD 150040
- Wells Fargo Advisors Financial Network, LLC– · 12 yearsNaples, FL · Adviser representative · Firm CRD 11025
- Morgan Keegan & Company, Inc.– · under a yearNaples, FL · Adviser representative · Firm CRD 4161
Investment adviser representative registrations
John Cimino is registered as an investment adviser representative in Florida, since July 2024.
- FloridaSince 1 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 August 2007 |
| Series 7 | General Securities Representative Examination | 20 June 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 May 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 4757028
- Firm
- Naples Wealth Planning · CRD 330316
- Office
- 3301 BONITA BEACH ROAD, SUITE 308, Bonita Springs, FL 34103
- Registration
- Investment adviser registration
- In the industry since
- May 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- napleswealthplanning.com
Where does John Cimino work?
John Cimino is an investment adviser representative registered through Naples Wealth Planning, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is John Cimino a financial advisor?
Yes. John Cimino has a current investment-adviser registration in Florida, through Naples Wealth Planning since July 2024.
How many years of experience does John Cimino have?
John Cimino has 20 years in the financial industry, since May 2006, across 5 adviser firms.
What exams has John Cimino passed?
John Cimino has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in May 2005. FINRA credited John Cimino with the SIE, which began in October 2018.
Where did John Cimino work before Naples Wealth Planning?
Before Naples Wealth Planning, John Cimino was registered through Laidlaw Wealth Management LLC, April 2022 to August 2023; Wells Fargo Advisors Financial Network, LLC, May 2009 to March 2022; Morgan Keegan & Company, Inc., August 2007 to July 2008.
Where is John Cimino based?
John Cimino’s registered office is in Bonita Springs, FL.
Is John Cimino registered with FINRA?
No. John Cimino has no current broker registration.
How can I verify John Cimino’s record?
Search CRD 4757028 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Cimino’s full registration record.
