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JC

John A. Carney

NAVAID FINANCIAL SERVICES
Haddonfield, NJ 08033
Some features on this profile are disabled
CRD#: 2418078
JC

Professional summary

John Anthony Carney is a registered financial professional currently at NAVAID FINANCIAL SERVICES, INC. located in Haddonfield, New Jersey.

John is registered as a RR (Registered Representative) and started their career in finance in 1993. John has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 31, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
JSC ASSET MANAGEMENT INVESTMENT RELATED 505 Chews Landing Rd HADDONFEILD, NJ 08033 JSC ASSET MANAGMENT IS THE GENERAL PARTNER OF THE JSC MUNICIPAL BOND FUND. I AM A PARTNER IN THIS BUSINESS. I DEVOTE A FEW HOURS EACH NIGHT TO THE BUSINESS. I AM RESPONSIBLE FOR THE GENERAL OPERATIONS OF THE FIRM. THE START DATE OF THE BUSINESS ACTIVITY IS NOVEMBER 1ST 2007 JSC ADVISORS INVESTMENT IS RELATED I AM A PARTNER IN THIS BUSINESS. I DEVOTE A FEW HOURS EACH DAY AS NEEDED TO THE BUSINESS. I AM RESPONSIBLE FOR THE GENERAL OPERATIONS OF THE FIRM. THE START DATE OF THE BUSINESS IS SEPTEMBER 8TH 2008. OPTIMAL BEHAVIORAL HEALTH LLC IS A MENTAL HEALTH AND SUBSTANCE ABUSE COUNSELING COMPANY AND IS NOT INVESTMENT RELATED. THE ADDRESS IS 899 BAYSHORE RD VILLAS NJ 08251. I AM A 50% PARTNER IN THE COMPANY. THE START OS THIS BUSINESS IS APRIL 1ST, 2020. THIS IS A PASSIVE INVESTMENT AND I HAVE NO ROLL IN THE RUNNING OF THE COMPANY.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view John Anthony Carney'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

September 13, 2007 - Present

NAVAID FINANCIAL SERVICES, INC.

Office #1: 21 E Euclid Ave, Haddonfield, NJ 08033Office #2: 21 E Euclid Ave, Haddonfield, NJ 08033
BD
CRD#: 42607
Haddonfield, NJ
Past

April 3, 2020 - December 31, 2024

JSC ADVISORS, LLC

RIA
CRD#: 147973
Haddonfield, NJ
Past

January 18, 2018 - December 31, 2019

JSC ADVISORS, LLC

RIA
CRD#: 147973
HADDONFIELD, NJ
Past

November 10, 2009 - December 31, 2017

JSC ADVISORS, LLC

RIA
CRD#: 147973
HADDONFIELD, NJ
Past

June 21, 2005 - October 8, 2007

KILDARE CAPITAL, INC.

BD
CRD#: 45796
PHILADELPHIA, PA
Past

February 5, 2003 - July 11, 2005

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

August 3, 2001 - December 11, 2002

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

November 7, 2000 - August 16, 2001

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

November 20, 1998 - November 6, 2000

USACAPITAL INC.

BD
CRD#: 19674
PHILADELPHIA, PA
Past

December 17, 1993 - November 18, 1998

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(9/13/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/15/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/20/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 1/11/1994
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 12/16/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 1/17/2007
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/29/2001
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

NF
NAVAID FINANCIAL SERVICES, INC.
NAVAID FINANCIAL SERVICES, INC.

CRD#: 42607 / SEC#: , 8-49897

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
21 E Euclid Ave, Haddonfield, NJ 08033
Mailing Address
21 E Euclid Ave, Haddonfield, NJ 08033
Phone number
(215) 985-9100
Established
Delaware since 03/09/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CARNEY, JOHN ANTHONYPRESIDENT/CHIEF FINANCIAL OPERATIONS OFFICER2418078
SIOK, DONALD DREWCEO/ CHIEF COMPLIANCE OFFICER2381978

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

NAVAID FINANCIAL SERVICES, INC.

CRD#: 42607Haddonfield, NJ 08033

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