Jack Carter Worrell

Employer firm

Carolina Planning Group LLC CRD 146168

$24.7M regulatory AUM 77 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

Carolina Planning Group Llc

Beaufort, SC • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APP_PEND_IARCE	2026-01-01

SC RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Beaufort, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kinghorn Insurance Agency	Beaufort	SC	03/2001	Present
Woodbury Financial Services Inc.	Woodbury	MN	10/2006	Present

03/2001 → Present

Kinghorn Insurance Agency

Beaufort, SC
10/2006 → Present

Woodbury Financial Services Inc.

Woodbury, MN

Previous Registrations

2009-05-08 → 2009-08-11

Woodbury Financial Services, Inc.

Beaufort, SC

Charlotte, NC

Beaufort, SC

Beaufort, SC

Other Businesses

1)TURBEVILLE INS AGENCY, 33 PROFESSIONAL VILLAGE CIRCLE, BEAUFORT, SC 29907; PROPERY/CASUALTY INS SALES; NONINV RELATED; AGENT; STARTED 07/01/2008; 60 HRS/MTH WITH 10 DURING TRADING HRS; PROPERTY/CASUALTY INS SALES TO INDIVIDUALS AND BUSINESSES.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-10-27

S63 Uniform Securities Agent State Law Examination

2006-10-27

Designations

Certified Financial Planner

Other Names

Jack Worrell

View on SEC IAPD