Unclaimed Profile

Jon Peter Karp

WPWEALTH LLP·FORT WORTH, Texas

Clean recordWPWEALTH LLP

640 TAYLOR STREET, SUITE 2200, FORT WORTH, TX 76102CRD# 4419938Firm CRD# 145467

Profile Verification

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

Identity

Jon Peter Karp · FORT WORTH, TX

Registration

CRD #4419938 · WPWEALTH LLP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jon Peter Karp is a registered financial advisor based in FORT WORTH, Texas, affiliated with WPWEALTH LLP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WPWEALTH LLP

AUM

$873M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WPWEALTH LLP →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4419938

Firm CRD# 145467

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jon Peter Karp offer?

Jon Peter Karp specializes in Financial Planning, Investment Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Jon Peter Karp's credentials?

Jon Peter Karp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Peter Karp located?

Jon Peter Karp is based in FORT WORTH, Texas, working with WPWEALTH LLP. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Jon Peter Karp charge for services?

Jon Peter Karp'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 WPWEALTH LLP?

WPWEALTH LLP has approximately 12 employees and manages $873M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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