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Jack Christopher Carini

Investment adviser representative at Iams Wealth Management, LLC
18 yearsExperience
1 stateRegistered in
$397.2MFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

18 years in the industry.

  1. Iams Wealth Management, LLCJun 2017 to now
  2. Carini FinancialOct 2008 to now
  3. Foresters EquityAug 2014 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Iams Wealth Management, LLC

$397.2MAssets managed
1,633Clients
53Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2279078
Firm CRD
286085
Advisor's SEC record (opens in a new tab)
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