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Your privacy is taken very seriously and neither your contact information nor your financial information will be shared with another professional outside of the advisor's firm or any organization, unless you expressly allow it. You can opt out of educational emails at any time.
About John P. Middleton
John Middleton is a fee only financial advisor.
John provides clients with a personalized, needs-based financial plan that is built around their personal circumstances, goals and dreams. John's primary goal is to understand the specific situation and needs of each client and then create a plan that will help guide John's clients towards their financial goals.
John joined Brighton Financial Planning, Inc. in August 2008 and assumed ownership in February 2010. At Brighton, John is responsible for all firm activities and management of all client portfolios.
Prior to Brighton, John spent 7 years with the Invesco Quantitative Strategies Group as a Senior Director and Client Portfolio Manager. While with IQS, John was responsible for over 50 clients worldwide with more than $2.5 billion in assets under management. Within this role, John was responsible for administrative portfolio management duties, portfolio attribution and on-going client reporting for all IQS strategies in which his clients were invested. Within this role, John was responsible for finals presentations for all IQS strategies, winning more than 20 finals totaling nearly $1 billion in new assets for IQS. John also wrote several white papers covering such topics as Quantitative vs. Fundamental Enhanced Index Managers, SMID Cap strategies, and Transaction Cost Management. Finally, John was a frequent speaker at conferences, including to the United States Securities and Exchange Commission, on 130/30 and alternative strategies.
Prior to Invesco, John was as an Officer and Senior Vice President at Mutual of America Capital Management. While with MOACM, John was responsible for initiating sales and marketing efforts within the institutional plan sponsor community and pension plan consultants for the MOACM stable of investment strategies including Active Core Fixed Income and active and passive U.S. equity strategies.
Prior to Mutual of America, John held several positions with Raymond James & Associates, Inc. and RJA subsidiaries. These positions included Director of Marketing & Client Service for Awad Asset Management, Regional Vice President for Heritage Asset Management, Inc., Director of Corporate New Business Development for the RJA Investment Banking Group and Marketing Associate with the Partnership Investment Banking Group. John?s responsibilities across these positions included marketing tax credit and equipment leasing partnerships to Financial Advisors, marketing to venture capital and professional services firms for investment banking opportunities, screening potential investment banking candidates, marketing mutual funds to Financial Advisors, marketing and client service for a $1 billion small cap manager and managing a small cap growth portfolio.
John graduated from Rutgers University, where he received a B.A. in Political Science in 1988, and from the University of Tampa, where he earned an M.B.A in Finance in 1993. John is a Chartered Financial Analyst (CFA), a Chartered Alternative Investment Analyst (CAIA) and is a member of the CFA Institute, the New York Society of Security Analysts, the CAIA Association and the Financial Planning Association.
About Boulevard R
Boulevard R started out as a conversation between Jon and Matt Iverson over lunch in June 2005. As Jon was just about to turn 59 1/2 and start withdrawing savings from his retirement accounts, he was trying to figure out the best way to go about it.
At the time, Matt was working for one of the leading consumer advocates in California who was the founding director of Consumers Union's West Coast Office (publishers of Consumer Reports). As they worked together to address Jon's issue, they found a business environment that required asset minimums and largely excluded most people seeking independent financial strategies.
To level the playing field, they set about building a team of some of the top independent financial planners in the country, as well as a leading behavioral economist, Prof. Dan Ariely from MIT and Duke, recently named one of Fortune's 10 New Gurus of the Year. On the software side, Jon and Matt recruited a star team of programmers and brought on the technical founder of E*Trade as an advisor.
With the team in place, Matt and Jon set out to develop a tool that could help everyone find out if they were on track and also identify some key areas where they could improve. Ultimately, they settled on creating a fun, engaging service that financial advisors could offer to people in their local communities in order to help them answer the question "Am I financially on track?"
In designing the product for advisors to provide to people in their local area, Boulevard R took data security and consumer privacy very seriously. In addition to the latest security measures, Boulevard R uses the highly secure Verisign SSL encryption technology. In order to help keep users of the product protected, Matt and Jon decided not to request any sensitive personal information, such as passwords, social security numbers, etc.
Since its inception in 2005 as a social venture with the goal of making independent financial education universally available, Boulevard R continues to focus on ways to help everyone reach their financial goals.
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