JP WEALTH MANAGEMENT, INC. of MT. PLEASANT, SC is an SEC-registered investment adviser (CRD 129475). Regulatory assets under management: $274.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| John Francis Carey | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| Mark Perlson | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | — |
| CAREY JOHN FRANCIS | PRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| PERLSON MARK | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | — |
| DEO MICHAEL CHRISTOPHER | PLANNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 843-352-0283 |
| — | — | 1 | 843-352-0285 |
| — | — | 1 | 843-352-0282 |
| — | — | 1 | 843-352-0283 |
| — | — | 1 | 843-352-0285 |
| — | — | 1 | 843-352-0282 |