Ian Carr

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2015 → 10/2021
  Jp Morgan Securities Llc
  San Diego, CA
• 05/2015 → 10/2021
  Jpmorgan Chase Bank
  San Diego, CA
• 04/2022 → Present
  Commonwealth Financial Network
  San Diego, CA
• 10/2021 → 04/2022
  Home Maker / At Home Dad
  San Diego, CA

Previous Registrations

• 2015-06-25 → 2021-10-22
  J.P. Morgan Securities Llc
  San Diego, CA
  San Diego, CA
• 2006-05-11 → 2015-05-19
  Pnc Wealth Management Llc
  Ocean City, NJ
  Ocean City, NJ
  Cherry Hill, NJ
  Ocean City, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-10
• S63 Uniform Securities Agent State Law Examination
  2005-03-24

Other Names

• Ian D Carr
• Ian Carr
• Ian D Carr
• Ian Douglas Carr
• Ian D. Carr