Unclaimed Profile

Janel Elizabeth Carroll

TRUEPOINT, INC.·CINCINNATI, Ohio

Clean record10 years registeredTRUEPOINT, INC.

4901 HUNT ROAD, SUITE 200, CINCINNATI, OH 45242CRD# 4926419Firm CRD# 105664

Profile Verification

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

Identity

Janel Elizabeth Carroll · CINCINNATI, OH

Registration

CRD #4926419 · TRUEPOINT, INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUEPOINT, INC.

TRUEPOINT, INC.

Apr 2016 – Sep 2025

Cincinnati, OH

Registrations & Exams

Registration record

First registered · April 21, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUEPOINT, INC.

CRD 105664 · SEC 801-25433

AUM

$4.9B

Regulatory assets under management

Employees

10,678 client accounts

Services offered by TRUEPOINT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUEPOINT, INC. →

Introduction

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Frequently Asked Questions

What services does Janel Elizabeth Carroll offer?

Janel Elizabeth Carroll specializes in Financial Planning, Investment Management, Wealth Management.

What are Janel Elizabeth Carroll's credentials?

Janel Elizabeth Carroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Janel Elizabeth Carroll located?

Janel Elizabeth Carroll is based in CINCINNATI, Ohio, last registered with TRUEPOINT, INC..

How does Janel Elizabeth Carroll charge for services?

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

How large is TRUEPOINT, INC.?

TRUEPOINT, INC. has approximately 93 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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