John P. Middleton, Cfa®, Cfp®, Caia, Aif®
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John P. Middleton, Cfa®, Cfp®, Caia, Aif® Email & Phone Number

Senior Wealth Advisor at Mercer Advisors
Location: Morristown, New Jersey, United States 7 work roles 4 schools
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Current company
Mercer Advisors
Role
Senior Wealth Advisor
Location
Morristown, New Jersey, United States
Company size
413 employees

Who is John P. Middleton, Cfa®, Cfp®, Caia, Aif®? Overview

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Quick answer

John P. Middleton, Cfa®, Cfp®, Caia, Aif® is listed as Senior Wealth Advisor at Mercer Advisors, a company with 413 employees, based in Morristown, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for John P. Middleton, Cfa®, Cfp®, Caia, Aif®.

John P. Middleton, Cfa®, Cfp®, Caia, Aif® previously worked as Financial Planner, CIO and Owner at Brighton Financial Planning and Investment Advisor at Brighton Financial Planning, Inc.. John P. Middleton, Cfa®, Cfp®, Caia, Aif® holds Mba, Finance from University Of Tampa.

Company email context

Email format at Mercer Advisors

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Mercer Advisors

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Profile bio

About John P. Middleton, Cfa®, Cfp®, Caia, Aif®

I help our clients at Mercer Advisors achieve their financial goals through discretionary investment management and financial planning.

Current workplace

John P. Middleton, Cfa®, Cfp®, Caia, Aif®'s current company

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Mercer Advisors
Mercer Advisors
Senior Wealth Advisor
denver, colorado, united states
Website
merceradvisors.com
Employees
413
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7 roles · 37 years

John P. Middleton, Cfa®, Cfp®, Caia, Aif® work experience

A career timeline built from the work history available for this profile.

Senior Wealth Advisor

Current
Mercer Advisors

Morristown, New Jersey, United States

Dec 2023 - Present

Financial Planner, Cio And Owner

Brighton Financial Planning

Flemington, New Jersey, United States

I help our clients achieve their financial goals through comprehensive financial planning and investment management.

Jan 2010 - Dec 2023

Investment Advisor

Brighton Financial Planning, Inc.

Clinton, NJ

Provide discretionary investment management, investment advisory, estate and financial planning services for individuals and defined contribution advisory services for small institutions.

Aug 2008 - Jan 2010

Senior Director

Invesco

New York, NY

Managed relationships with more than 25 institutional clients worldwide with assets over $2 billion. Responsible for ongoing client servicing, finals presentations, and marketing support. Covered traditional long-only equity strategies as well as multi-strat and market neutral absolute return strategies.

Aug 2001 - Aug 2008

Senior Vice President

Mutual Of America

New York, NY

Marketed core fixed income and domestic equity strategies to institutional plan sponsors and pension consultants throughout the United States.

Jul 1999 - Aug 2001

Vice President

Raymond James Financial

Held several positions over 7 year period including marketing limited partnerships to investment advisors, marketing traditional investment banking to professional community (attorneys, accountants and venture capital), marketed mutual fund family to investment advisors in 16 state region and managed marketing and client service for a small cap equity.

1992 - 1999 ~7 yrs

Operations Supervisor

Chubb & Son, Inc.
1989 - 1992 ~3 yrs
Team & coworkers

Colleagues at Mercer Advisors

Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →

HB Haiden Bowman Haiden Bowman Colleague at Mercer Advisors Springfield, Missouri, United States, United States View → MS Michelle Soucie Fpqp Michelle Soucie Fpqp Colleague at Mercer Advisors Ann Arbor, Michigan, United States, United States View → SS Shelby Smith, Shrm-Cp Shelby Smith, Shrm-Cp Colleague at Mercer Advisors Greater Richmond Region, United States View → HP Hannah Padaoan Spittle Hannah Padaoan Spittle Colleague at Mercer Advisors Nashville Metropolitan Area, United States View → BG Byron Gonzalez Byron Gonzalez Colleague at Mercer Advisors Atlanta Metropolitan Area, United States View → LB Linda Bautista Linda Bautista Colleague at Mercer Advisors Greater Sydney Area, Australia View → AR Andra Reason, Cpa, Cfp® Andra Reason, Cpa, Cfp® Colleague at Mercer Advisors Ames, Iowa, United States, United States View → SK Stefani Kohler, Cfp® Stefani Kohler, Cfp® Colleague at Mercer Advisors Santa Barbara, California, United States, United States View → ES Emily Sipes, Cfp® Emily Sipes, Cfp® Colleague at Mercer Advisors Greater Cleveland, United States View → GC Greg Cox Greg Cox Colleague at Mercer Advisors Phoenix, Arizona, United States, United States View →
4 education records

John P. Middleton, Cfa®, Cfp®, Caia, Aif® education

Certificate, Financial Planning And Services

Cfp Board - Columbia University School Of Professional Studies

Completed the CFP Board-Columbia University School of Professional Studies Financial Planning Teaching Seminar.

FAQ

Frequently asked questions about John P. Middleton, Cfa®, Cfp®, Caia, Aif®

Quick answers generated from the profile data available on this page.

What company does John P. Middleton, Cfa®, Cfp®, Caia, Aif® work for?

John P. Middleton, Cfa®, Cfp®, Caia, Aif® works for Mercer Advisors.

What is John P. Middleton, Cfa®, Cfp®, Caia, Aif®'s role at Mercer Advisors?

John P. Middleton, Cfa®, Cfp®, Caia, Aif® is listed as Senior Wealth Advisor at Mercer Advisors.

Where is John P. Middleton, Cfa®, Cfp®, Caia, Aif® based?

John P. Middleton, Cfa®, Cfp®, Caia, Aif® is based in Morristown, New Jersey, United States while working with Mercer Advisors.

What companies has John P. Middleton, Cfa®, Cfp®, Caia, Aif® worked for?

John P. Middleton, Cfa®, Cfp®, Caia, Aif® has worked for Mercer Advisors, Brighton Financial Planning, Brighton Financial Planning, Inc., Invesco, and Mutual Of America.

Who are John P. Middleton, Cfa®, Cfp®, Caia, Aif®'s colleagues at Mercer Advisors?

John P. Middleton, Cfa®, Cfp®, Caia, Aif®'s colleagues at Mercer Advisors include Haiden Bowman, Michelle Soucie Fpqp, Shelby Smith, Shrm-Cp, Hannah Padaoan Spittle, and Byron Gonzalez.

How can I contact John P. Middleton, Cfa®, Cfp®, Caia, Aif®?

You can use AeroLeads to view verified contact signals for John P. Middleton, Cfa®, Cfp®, Caia, Aif® at Mercer Advisors, including work email, phone, and LinkedIn data when available.

What schools did John P. Middleton, Cfa®, Cfp®, Caia, Aif® attend?

John P. Middleton, Cfa®, Cfp®, Caia, Aif® holds Mba, Finance from University Of Tampa.

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