Jack Carini
Jack Carini is a registered investment advisor at Iams Wealth Management, LLC, based in Turnersville, NJ, with 33 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,633 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.55% |
| $2M+ | 1.55% |
Fees over $2,000,000 are negotiable. Representatives may also negotiate a flat percentage rate not to exceed 1.85%. Third-party model providers may cost an additional 0.00% to 0.35%, and an annual $100 technology fee applies per account.
Fee Estimator
Location
901 Route 168 Suite 208, Turnersville, NJ, 08012
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jack is a licensed life insurance agent since 2008 and owns Carini Financial, where he works as an independent contractor focusing on insurance and investment planning, spending nearly full-time on this activity. He also co-owns Carini Associates Inc., a real estate holding S-corp, dedicating minimal time to it.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Monticello Investment Services, INC.
Midamerica Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Esi Financial Advisors
Equity Services, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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