Jack Christopher Carini

Employer firm

Iams Wealth Management, LLC CRD 286085

$397M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 08/2014 → 06/2017
  Foresters Equity
  San Diego, CA
• 06/2017 → Present
  Iams Wealth Management
  Elkhorn, NE
• 10/2008 → Present
  Carini Financial
  Turnersville, NJ

Previous Registrations

• 2014-08-21 → 2017-06-09
  Foresters Equity Services, Inc.
  Turnersville, NJ
  San Diego, CA
  Dallas, TX
  Turnersville, NJ
• 2012-03-07 → 2014-08-01
  Monticello Investment Services, Inc.
  Neosho, MO
• 2009-06-29 → 2011-11-18
  Questar Asset Management, Inc.
  Minneapolis, MN
• 2008-03-07 → 2009-06-01
  Equity Services, Inc.
  Turnersville, NJ
  Media, PA

Other Businesses

1.LICENSED LIFE INSURANCE AGENT - NON-INVESTMENT RELATED. DBA: CARINI FINANCIAL; 901 RTE 168 STE 208, TURNERSVILLE, NJ 08012, START DATE: 10/20/2008. 2. CARINI FINANCIAL/JACK C. CARINI; INVESTMENT RELATED; 901 RTE 168 STE 208, TURNERSVILLE, NJ 08012; OWNER, INDEPENDENT CONTRACTOR; START DATE: 10/20/1988; 50 HOURS PER WEEK; INS. & INVESTMENT PLANNING, EDUCATION MTGS FOR IAR'S. DISCOVERY FNA'S FOR ALL PROSPECTS AND CLIENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-01
• S63 Uniform Securities Agent State Law Examination
  1995-05-10