Jack Carini, financial advisor Turnersville NJ

Jack Carini

CRD Number: 2279078
Current Firm: Iams Wealth Management, LLC

Jack Carini (CRD# 2279078) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Turnersville, NJ and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Iams Wealth Management Elkhorn, NE Jun 2017 - Current 6
Carini Financial Turnersville, NJ Oct 2008 - Current 15
Foresters Equity San Diego, CA Aug 2014 - Jun 2017 2
Midamerica Fiancial Services, Inc. Joplin, MO Jan 2012 - May 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Jack C. Carini
Phone Number: (888)255-7670
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    213
    MILLIONS
  • Total Number of Accounts
    1,652
    ACCOUNTS
  • Average Account Value
    $129,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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