Jp Wealth Management, Inc.

Jp Wealth Management, Inc. (CRD# 129475) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $216,381,760 in 226 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3401 Salterbeck Court, Suite 202, Mount Pleasant, SC 29466
https://www.jpwm.com
By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $957,441
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
The map below shows states where this firm has explicit registration only.

NH, NJ, NY, SC

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

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.

2
Suzette Carrier, financial advisor Mount Pleasant SC
Suzette B. Carrier
CRD#: 1890482
3401 Salterbeck Court, Suite 202, Mount Pleasant, SC 29466

Suzette Carrier (CRD# 1890482) is an Investment Advisor Representative working at Jp Wealth Management, Inc. in Mount Pleasant, SC and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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