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JC

Joseph M. Carey

SLIGHT EDGE WEALTH STRATEGIES
Jackonville, FL
Some features on this profile are disabled
CRD#: 4151927
JC
Joseph Martin CareySLIGHT EDGE WEALTH STRATEGIES

Professional summary

Joseph Martin Carey, who also goes by Joe Carey, Joseph Carey, is a registered financial advisor currently at SLIGHT EDGE WEALTH STRATEGIES, LLC located in Jackonville, Florida.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joseph has worked at 14 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Joe Carey | Joseph Carey

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Martin Carey's 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

January 5, 2026 - Present

SLIGHT EDGE WEALTH STRATEGIES, LLC

RIA
CRD#: 338689
Jackonville, FL
Past

December 11, 2024 - September 15, 2025

DYNAMIQUE CAPITAL ADVISORS

RIA
CRD#: 310588
JACKSONVILLE, FL
Past

May 26, 2023 - October 5, 2023

ALIGHT FINANCIAL ADVISORS, LLC

RIA
CRD#: 158744
Jacksonville, FL
Past

August 10, 2022 - November 2, 2023

SLIGHT EDGE WEALTH MANAGEMENT LLC.

RIA
CRD#: 320899
JACKSONVILLE, FL
Past

October 22, 2019 - November 1, 2019

HORACE MANN INVESTORS, INC.

BD
CRD#: 11643
SPRINGFIELD, IL
Past

March 16, 2016 - December 20, 2017

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
Jacksonville, FL
Past

August 26, 2013 - May 29, 2014

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
JACKSONVILLE, FL
Past

November 18, 2011 - July 16, 2013

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
WEST ATLANTIC BEACH, FL
Past

February 11, 2010 - November 18, 2011

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

April 3, 2009 - November 24, 2009

PACIFIC WEST SECURITIES, INC.

BD
CRD#: 6390
JACKSONVILLE, FL
Past

January 10, 2008 - September 19, 2008

TRADERIGHT SECURITIES, INC.

BD
CRD#: 45598
JACKSONVILLE, FL
Past

March 22, 2005 - October 8, 2007

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
NEW BRIGHTON, PA
Past

February 1, 2002 - September 15, 2004

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

April 20, 2000 - January 28, 2002

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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
Florida
(1/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/7/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/27/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/20/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/18/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SE
SLIGHT EDGE WEALTH STRATEGIES, LLC
SLIGHT EDGE WEALTH STRATEGIES, LLC

CRD#: 338689 / SEC#:

Florida
Registered Investment Advisory firm - (1/5/2026 Approved)
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Contact information

Main Address
4600 Touchton Rd. E, Bldg 100, St. 150, Jacksonville, FL 32246
Mailing Address
7311 Baymeadows Way #204, Jacksonville, FL 32256
Phone number
(904) 483-0746
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

SLIGHT EDGE WEALTH STRATEGIES, LLC

CRD#: 338689Jackonville, FL

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