John Sanford Carpenter
Investment adviser representative at Cedar Cove Wealth Partners
19 yearsExperience
1 stateRegistered in
$455MFirm assets
1 yearFirm 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
- Seminars and workshops
Experience
19 years in the industry.
- Cedar Cove Wealth PartnersAug 2025 to now
- Purshe Kaplan Sterling Investments, Inc.Nov 2020 to Aug 2025
- Thrivent Advisor Network, LLC d/b/a Cedar Cove Wealth PartnersJul 2020 to Sep 2025
- Thrivent Investment Management IncJun 2020 to Jul 2020
- UnemployedFeb 2020 to May 2020
- Mg Stover and Co.Jun 2018 to Jan 2020
- Bnp ParibasApr 2018 to May 2018
- Janus Distributors LLCAug 2007 to Apr 2018
- Janus Management Holdings CorpMay 2007 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cedar Cove Wealth Partners
Legal name: Sbe LLC dba Cedar Cove Wealth Partners
$455MAssets managed
2,036Clients
10Advisers
1 yearIn 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
- 5349723
- Firm CRD
- 336245