John Charles Clement
Investment adviser representative at Momentum Wealth Management
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you John Charles Clement? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Momentum Wealth ManagementSep 2026 to now
- Triad Wealth PartnersOct 2025 to now
- Momentum Wealth (dba Name for Triad)May 2025 to now
- Coppell Advisory Solutions LLCJun 2025 to Oct 2025
- Utah Community Credit UnionApr 2010 to May 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (UT).
Momentum Wealth Management
Legal name: Pesci Wealth Management LLC
$0Assets managed
0Clients
6Advisers
Under 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
- 7696591
- Firm CRD
- 343428