Jp Wealth Management, Inc.

Jp Wealth Management, Inc. (CRD# 129475) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $173,198,730 in 265 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $653,580
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY, SC

Financial Advisors at Jp Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
John F. Carey
CRD#: 2470223
3401 Salterbeck Court, Suite 202, Mount Pleasant, SC 29466
96
Wealthminder
score

John Carey (CRD# 2470223) is an Investment Advisor Representative working at Jp Wealth Management, Inc. in Mount Pleasant, SC and has over 22 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.

2
Suzette B. Carrier
CRD#: 1890482
3401 Salterbeck Court, Suite 202, Mount Pleasant, SC 29466
96
Wealthminder
score

Suzette Carrier (CRD# 1890482) is an Investment Advisor Representative working at Jp Wealth Management, Inc. in Mount Pleasant, SC and has over 28 years of experience in the finance industry. Suzette Carrier 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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