John Carey, financial advisor Mt. Pleasant SC

John Carey

CRD Number: 2470223
Current Firm: Jp Wealth Management, Inc.

John Carey (CRD# 2470223) is an Investment Advisor Representative working at Jp Wealth Management, Inc. in Mt. Pleasant, SC and has over 26 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.

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Professional Designations
Company Name Location Dates Years
Cube Components, Inc. Mt. Pleasant, Sc, SC Mar 2016 - Current 4
Jp Wealth Management, Inc. Mt. Pleasant, SC May 2004 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S65 NASAA Investment Advisors Law Examination Sep 2004
Contact Info for John F. Carey
Phone Number: 866-562-6969
Firm Website: https://www.jpwm.com
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    296
    MILLIONS
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $1,165,038
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

NJ, NY, SC

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