John Carey (CRD# 2470223) is an Investment Advisor Representative working at Jp Wealth Management, Inc. in Mount Pleasant, SC and has over 29 years of experience in the finance industry. John Carey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cube Components, Inc. | Mt. Pleasant, Sc, SC | Mar 2016 - Current | 8 |
| Jp Wealth Management, Inc. | Mt. Pleasant, SC | May 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
- SC
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts226ACCOUNTS
-
Average Account Value$957,441
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
NH, NJ, NY, SC
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