Jack C. Carini

IAMS WEALTH MANAGEMENT

Turnersville, NJ 08012

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CRD#: 2279078

Professional summary

Jack Christopher Carini is a registered financial advisor currently at IAMS WEALTH MANAGEMENT, LLC located in Turnersville, New Jersey.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Jack has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.LICENSED LIFE INSURANCE AGENT - NON-INVESTMENT RELATED. DBA: CARINI FINANCIAL; 901 RTE 168 STE 208, TURNERSVILLE, NJ 08012, START DATE: 10/20/2008. 2. CARINI FINANCIAL/JACK C. CARINI; INVESTMENT RELATED; 901 RTE 168 STE 208, TURNERSVILLE, NJ 08012; OWNER, INDEPENDENT CONTRACTOR; START DATE: 10/20/1988; 50 HOURS PER WEEK; INS. & INVESTMENT PLANNING, EDUCATION MTGS FOR IAR'S. DISCOVERY FNA'S FOR ALL PROSPECTS AND CLIENTS. 2. CARINI ASSOCIATES INC; 901 RTE 168 STE 208, TURNERSVILLE, NJ 08012; OWNER, NON-INVESTMENT RELATED; START DATE: 10/20/2008; 2 HOURS PER WEEK; MY WIFE AND I OWN CARINI ASSOCIATES INC AS A S-CORP WHICH OWNS OUR BLDG-CONDO. WE DO NOT DERIVE ANY INCOME FROM RENTS, ANY & ALL EXCESS FUNDS LEFT OVER IN THE RENTAL ACCOUNT IS REPORTED ON OUR 1040'S AS RENTAL INCOME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Christopher Carini's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 16, 2017 - Present

IAMS WEALTH MANAGEMENT, LLC

Office #1: 901 Route 168 Suite 208, Turnersville, NJ 08012

RIA

CRD#: 286085

Turnersville, NJ

Past

August 21, 2014 - June 9, 2017

FORESTERS EQUITY SERVICES, INC.

RIA

CRD#: 18464

TURNERSVILLE, NJ

Past

August 21, 2014 - June 9, 2017

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

TURNERSVILLE, NJ

Past

March 7, 2012 - August 1, 2014

MONTICELLO INVESTMENT SERVICES, INC.

RIA

CRD#: 140851

NEOSHO, MO

Past

January 3, 2012 - August 1, 2014

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

TURNERSVILLE, NJ

Past

June 29, 2009 - November 18, 2011

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

MINNEAPOLIS, MN

Past

June 29, 2009 - November 18, 2011

QUESTAR CAPITAL CORPORATION

CRD#: 43100

TURNERSVILLE, NJ

Past

March 7, 2008 - June 1, 2009

EQUITY SERVICES, INC.

RIA

CRD#: 265

TURNERSVILLE, NJ

Past

October 13, 2004 - June 1, 2009

EQUITY SERVICES, INC.

CRD#: 265

TURNERSVILLE, NJ

Past

May 3, 1999 - September 29, 2004

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

October 26, 1992 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA

Registered Investment Advisory firm - (1/9/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(6/16/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/1/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/10/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/9/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/22/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA

Registered Investment Advisory firm - (1/9/2017 Approved)

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Contact information

Main Address

18881 West Dodge Road Suite 180e, Omaha, NE 68022

Mailing Address

Phone number

(888) 255-7670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IAMS WEALTH MANAGEMENT, LLC FORM ADV PART 2A BROCHURE (10/6/2025)

Regulatory assets under management

Total Number of Accounts	2,104
AUM (Assets Under Management)	$ 343,012,390

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jack C. Carini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Christopher Carini's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESTERS EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

MONTICELLO INVESTMENT SERVICES, INC.

MIDAMERICA FINANCIAL SERVICES, INC.

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

Primary Firm SEC Registration

IAMS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/2006

Series 63

Date: 5/10/1995

SIE

Date: 6/9/2017

Series 6

Date: 10/22/1992

Current Firm

IAMS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IAMS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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