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John Francis Carey

JP WEALTH MANAGEMENT, INC.·MT. PLEASANT, South Carolina
Series 7, Series 63, Series 65Clean record20 years registeredJP WEALTH MANAGEMENT, INC.
3401 SALTERBECK COURT, MT. PLEASANT, SC 29466-7117CRD# 2470223Firm CRD# 129475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Francis Carey · MT. PLEASANT, SC
Registration
CRD #2470223 · JP WEALTH MANAGEMENT, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

JP WEALTH MANAGEMENT, INC.
Jan 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 11, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JP WEALTH MANAGEMENT, INC.
CRD 129475 · SEC 801-63273
AUM
$216M
Regulatory assets under management
Employees
2
226 client accounts
Services offered by JP WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JP WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does John Francis Carey offer?
John Francis Carey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MT. PLEASANT, South Carolina for a consultation.
What are John Francis Carey's credentials?
John Francis Carey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Francis Carey located?
John Francis Carey is based in MT. PLEASANT, South Carolina, working with JP WEALTH MANAGEMENT, INC.. Their office serves clients in the MT. PLEASANT metropolitan area and surrounding communities.
How does John Francis Carey charge for services?
John Francis Carey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JP WEALTH MANAGEMENT, INC.?
JP WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
GREENVILLE (88)CHARLESTON (52)COLUMBIA (48)FORT MILL (24)MOUNT PLEASANT (22)GREENWOOD (9)ROCK HILL (9)SPARTANBURG (8)SENECA (8)BLUFFTON (7)
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