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JK

John Edward Kariss Iii

REX CONSULTING
SEVEN FIELDS, PA
·CRD# 6073767·10 years experience

Professional Summary

John Edward Kariss III, who also goes by John Edward Kariss, John Edward Kariss III, is a registered financial advisor currently at REX CONSULTING, LLC located in Seven Fields, Pennsylvania. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. John has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John Edward Kariss, John Edward Kariss Iii

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

10 years in the financial services industry

Current & Past Employments

REX CONSULTING, LLC·CRD# 339152
RIA
2200 Garden Drive Suite 200c, Seven Fields, PA 16046
May 15, 2026 - Present
KEY INVESTMENT SERVICES LLC·CRD# 136300
RIA
Pittsburgh, PA
November 11, 2024 - August 13, 2025
KEY INVESTMENT SERVICES LLC·CRD# 136300
BD
Pittsburgh, PA
October 21, 2024 - August 13, 2025
CITIZENS SECURITIES, INC.·CRD# 39550
RIA
Pittsburgh, PA
January 25, 2023 - July 10, 2024
CITIZENS SECURITIES, INC.·CRD# 39550
BD
Pittsburgh, PA
January 25, 2023 - July 10, 2024
W&S BROKERAGE SERVICES, INC.·CRD# 8099
RIA
Pittsburgh, PA
October 8, 2021 - January 30, 2023
W&S BROKERAGE SERVICES, INC.·CRD# 8099
BD
Pittsburgh, PA
April 28, 2017 - January 30, 2023
NYLIFE SECURITIES LLC·CRD# 5167
BD
Pittsburgh, PA
September 29, 2016 - January 4, 2017

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Current Firm

RC
REX CONSULTING, LLC

REX CONSULTING, LLC

CRD#: 339152
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (5/15/2026 Approved)

Contact Information

Main Address

2200 Garden Drive Suite 200c, Seven Fields, PA 16046

Phone Number

(724) 799-3329

# of Employees

1

Documents

Latest Form ADV
0

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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) Rex Brokerage LLC; Not investment-related; Mars, PA, 16046; Insurance agency; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent 2) Rex Corp, Inc.; Not investment-related; Mars, PA. 16046; Holding company; CEO/President; 9/24/2025; 40 hours per month; 10 during trading hours; Corporate officer duties 3) JEK Property Management LLC; Not investment-related; Mars, PA. 16046; Property management; Owner; 9/24/2025; 40 hours per month; 10 during trading hours; Ownership duties 4) Rex Holdings LLC; Not investment-related; Mars, PA. 16046; Real estate holdings; Owner; 40 hours per month; 10 during trading hours; Ownership duties

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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.
IAR
Pennsylvania
(5/15/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2024About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2017About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2016About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John Edward Kariss III's CRS (Customer Relationship Summary).

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