Suzette Barrineau Carrier

Employer firm

Jp Wealth Management, Inc. CRD 129475

$274M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → Present
  Jp Wealth Management, Inc.
  Mount Pleasant, SC

Previous Registrations

• 2006-04-25 → 2007-12-31
  Battery Wealth Management, Inc.
  Mount Pleasant, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-23
• S63 Uniform Securities Agent State Law Examination
  1988-10-20

Designations

• Certified Financial Planner

Other Names

• Suzette Oneal Barrineau
• Suzette Oneal Barrineau