Unclaimed Profile

Jennifer Ann Karch

CARTER FINANCIAL GROUP, INC.·BARRINGTON, Illinois

SIE, Series 7, Series 66CFPClean record12 years registeredCARTER FINANCIAL GROUP, INC.

200 N. NORTHWEST HIGHWAY, BARRINGTON, IL 60010CRD# 5960087Firm CRD# 301025

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Ann Karch · BARRINGTON, IL

Registration

CRD #5960087 · CARTER FINANCIAL GROUP, INC. · 12 years registered

Brand Profile

Not yet started

Career History

CARTER FINANCIAL GROUP, INC.

Oct 2019 – present

VOYA FINANCIAL ADVISORS, INC.

Jan 2014 – Oct 2019

BARRINGTON, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 14, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARTER FINANCIAL GROUP, INC.

CRD 301025 · SEC 801-118263

AUM

$291M

Regulatory assets under management

Employees

1,986 client accounts

Services offered by CARTER FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CARTER FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Jennifer Ann Karch offer?

Jennifer Ann Karch specializes in Financial Planning, Investment Management. Contact their office in BARRINGTON, Illinois for a consultation.

What are Jennifer Ann Karch's credentials?

Jennifer Ann Karch holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jennifer Ann Karch located?

Jennifer Ann Karch is based in BARRINGTON, Illinois, working with CARTER FINANCIAL GROUP, INC.. Their office serves clients in the BARRINGTON metropolitan area and surrounding communities.

How does Jennifer Ann Karch charge for services?

Jennifer Ann Karch's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARTER FINANCIAL GROUP, INC.?

CARTER FINANCIAL GROUP, INC. has approximately 9 employees and manages $291M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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