Haselkorn & Thibaut, a nationwide securities fraud law firm, has opened an investigation into Jon Cirelli (CRD# 4729737), a financial advisor registered with Alexander Capital and doing business as Pivot Professional Partners in Palm Beach, Florida. If you believe you may have been affected by Jon Cirelli’s investment recommendations, you are encouraged to review your options and reach out for a free, confidential consultation at 1-888-885-7162.
Overview: Who is Jon Cirelli (Alexander Capital / Pivot Professional Partners, Palm Beach, FL)?
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Jon Cirelli is a securities professional with over 22 years of experience in the financial industry. He is currently based in Palm Beach, Florida and registered as both a broker and investment advisor with Alexander Capital, operating under the business name Pivot Professional Partners. According to FINRA records, his career history reflects associations with several firms, including Great Point Capital, Coastal Equities, Concorde Investment Services, JP Turner & Company, and Gunnallen Financial.
| Advisor Name | CRD Number | Current Firm | Location | Licensing |
|---|---|---|---|---|
| Jon Cirelli | 4729737 | Alexander Capital / Pivot Professional Partners | Palm Beach, FL | Series 7, 63, 65, SIE; 28 state licenses |
What Complaints Have Been Filed Against Jon Cirelli?
Investors considering working with any advisor should closely review their professional background and disclosure history. Jon Cirelli’s FINRA BrokerCheck report reveals several customer complaints and significant settlements. Below is a detailed summary of what’s been reported:
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Pending $100,000 Complaint (Filed November 2025):
- Allegations: Failure to conduct reasonable due diligence, breach of fiduciary duty, recommendation of unsuitable investment, failure to disclose material facts, and failure in supervisory responsibilities while at Concorde Investment Services.
- Status: Complaint is pending; claims damages of $100,000.
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$725,000 Settlement (2022):
- Allegations: Negligence, breach of fiduciary duty, and unsuitable investment recommendations as a representative of Concorde Investment Services (2021 filing).
- Resolution: Settled for $725,000.
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$35,000 Settlement (2022):
- Allegations: Breach of fiduciary duty, negligence, breach of contract, and violation of state securities law (2021 filing).
- Resolution: Settled for $35,000.
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$12,500 Settlement (2020):
- Allegations: Misrepresentations related to a private placement while a representative of Concorde Investment Services.
- Resolution: Settled for $12,500.
Key takeaway: Jon Cirelli has been named in multiple investor complaints, including a currently pending claim alleging six-figure damages resulting from misrepresentation, suitability, and due diligence failures.
Red Flags and What This Means for Investors
While not every complaint indicates wrongdoing, a pattern of serious disclosures — especially with large settlements or pending complaints — should prompt additional vigilance. Here are some important points to keep in mind:
- Multiple Complaints Over Several Years: Repeated allegations referencing suitability violations, negligence, and breach of fiduciary duty may point to deeper supervisory or process-related issues.
- Large Settlements: Significant settlements ($725,000 and $35,000) could indicate substantial investor harm and a willingness by the firm to resolve serious matters outside of litigation.
- Pending $100,000 Complaint: The most recent allegation signals ongoing scrutiny and may affect investor confidence in his future practices.
- Wide Licensing & Tenure: While Cirelli is licensed in 28 states and holds essential securities credentials (Series 7, 63, 65, SIE), thorough due diligence is critical for investors considering or currently working with him.
No Regulatory or Criminal Disclosures
As of the most recent review, Jon Cirelli has not been subject to regulatory sanctions, SEC enforcement actions, criminal disclosures, civil judgments, or bankruptcies. Ongoing monitoring and review of official records is recommended, as disclosures can be updated or added over time. For the most current profile, consult FINRA BrokerCheck under CRD# 4729737.
Your Next Steps: Protecting Your Financial Interests
If you have concerns about your investments or believe you may have suffered financial losses due to investment recommendations made by Jon Cirelli of Alexander Capital (Pivot Professional Partners), it’s important to understand your rights and options. You may be able to recover damages through FINRA arbitration or other dispute resolution pathways.
Why Haselkorn & Thibaut?
- Over 50 years of experience in investment loss recovery.
- 98% success rate in cases handled nationwide.
- Millions recovered for defrauded investors.
- No recovery, no fee — you pay nothing unless a recovery is made on your behalf.
Haselkorn & Thibaut’s experienced attorneys represent investors nationwide in cases just like yours. You owe it to your financial future to get answers and explore your recovery options.
Contact Haselkorn & Thibaut today at 1-888-885-7162 for a completely free and confidential consultation about your case.
Don’t wait; the sooner you understand your position, the sooner you can act. If you have any suspicions or have experienced investment losses related to Jon Cirelli or another financial advisor, call now and take the first step toward recovering your losses and protecting your financial future.
