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Michael Christopher Deo

JP WEALTH MANAGEMENT, INC.·MT. PLEASANT, South Carolina
Clean recordJP WEALTH MANAGEMENT, INC.
3401 SALTERBECK COURT, MT. PLEASANT, SC 29466-7117CRD# 7244434Firm CRD# 129475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Christopher Deo · MT. PLEASANT, SC
Registration
CRD #7244434 · JP WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Christopher Deo is a registered financial advisor based in MT. PLEASANT, South Carolina, affiliated with JP WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JP WEALTH MANAGEMENT, INC.
JP WEALTH MANAGEMENT, INC.
AUM
$216M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at JP WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7244434
Firm CRD# 129475
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Christopher Deo offer?
Michael Christopher Deo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MT. PLEASANT, South Carolina for a consultation.
What are Michael Christopher Deo's credentials?
Michael Christopher Deo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Christopher Deo located?
Michael Christopher Deo 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 Michael Christopher Deo charge for services?
Michael Christopher Deo'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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Other Advisors at JP WEALTH MANAGEMENT, INC.

John Francis Carey
MT. PLEASANT, SC
Mark Perlson
MT. PLEASANT, SC

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Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)ROCK HILL (14)RIDGELAND (12)SPARTANBURG (10)WEST COLUMBIA (9)
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Research
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