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Jon Peter Karp

WPWEALTH LLP·FORT WORTH, Texas
Unclaimed Profile
640 TAYLOR STREET, SUITE 2200, FORT WORTH, TX 76102CRD# 4419938Firm CRD# 145467
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WPWEALTH LLP
WPWEALTH LLP
AUM
$873M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at WPWEALTH LLP →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4419938
Firm CRD# 145467
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)PLANO (172)
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Research
Advisor Fees in TexasNational Fee Analysis
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