John Harper has been an investment adviser representative at Sagace Wealth Management since July 2023, and is not listed among the firm’s executive officers or direct owners.
Sagace Wealth Management, LLC is a St. Petersburg, FL firm with $163M under management, 80 clients and 7 advisers in one office, as of its February 2026 filing.
John Harper’s longest registration was 5 years at Retirement Capital Group Southeast (2005–2011). Before joining Sagace Wealth Management in 2023, John Harper was registered through Financial Telesis, Inc. and Retirement Capital Group Southeast.
- Sagace Wealth ManagementCurrent– present · 3 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 307212
- Financial Telesis, Inc.– · 2 yearsClearwater, FL · Adviser representative · Firm CRD 31012
- Retirement Capital Group Southeast– · 5 yearsAtlanta, GA · Adviser representative · Firm CRD 119718
Investment adviser representative registrations
John Harper is registered as an investment adviser representative in Florida, since July 2023.
- FloridaSince 18 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 2023 |
| Series 7 | General Securities Representative Examination | 31 March 2004 |
| Series 66 | Uniform Combined State Law Examination | 27 February 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- John David Harper
- CRD
- 4764448
- Firm
- Sagace Wealth Management · CRD 307212
- Office
- 877 EXECUTIVE CENTER DRIVE WEST, SUITE 100, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does John Harper work?
John Harper is an investment adviser representative registered through Sagace Wealth Management, LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is John Harper a financial advisor?
Yes. John Harper has a current investment-adviser registration in Florida, through Sagace Wealth Management since July 2023.
How many years of experience does John Harper have?
John Harper has 11 years in the financial industry, since January 2015, across 3 adviser firms.
What exams has John Harper passed?
John Harper has passed 3 licensing exams: the Series 66, Series 7 and Series 65. The earliest, the Series 66, was passed in February 2004.
Where did John Harper work before Sagace Wealth Management?
Before Sagace Wealth Management, John Harper was registered through Financial Telesis, Inc., January 2012 to August 2014; Retirement Capital Group Southeast, May 2005 to April 2011.
Where is John Harper based?
John Harper’s registered office is in St. Petersburg, FL.
Is John Harper registered with FINRA?
No. John Harper has no current broker registration.
How can I verify John Harper’s record?
Search CRD 4764448 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Harper’s full registration record.
