Jeffrey Alan Carney
Investment adviser representative at Capital Wealth Planning, LLC
14 yearsExperience
2 statesRegistered in
$17.2BFirm assets
17 yearsFirm in business
Are you Jeffrey Alan Carney? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Capitalrock Financial, LLCJan 2017 to now
- Capital Wealth Planning, LLCFeb 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Capital Wealth Planning, LLC
$17.2BAssets managed
12,580Clients
11Advisers
17 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
- 4469411
- Firm CRD
- 150764