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JP WEALTH MANAGEMENT, INC.
JP WEALTH MANAGEMENT, INC.
MT. PLEASANT, South Carolina
·
3 registered advisors
·
CRD# 129475
SEC# 801-63273
3
866-562-6969
01
Firm Overview
AUM
$216M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at JP WEALTH MANAGEMENT, INC.
3 registered advisors
John Francis Carey
MT. PLEASANT, South Carolina
CRD# 2470223
Mark Perlson
MT. PLEASANT, South Carolina
CRD# 4797654
Michael Christopher Deo
MT. PLEASANT, South Carolina
CRD# 7244434
05
Office Locations
MT. PLEASANT, South Carolina
3 advisors
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Data sourced from SEC Form ADV filings. JP WEALTH MANAGEMENT, INC. (CRD# 129475) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.