John E. Kariss

REX CONSULTING

SEVEN FIELDS, PA 16046

Some features on this profile are disabled

CRD#: 6073767

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Edward Kariss | John Edward Kariss Iii

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 John Edward Kariss III'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

May 15, 2026 - Present

REX CONSULTING, LLC

Office #1: 2200 Garden Drive Suite 200c, Seven Fields, PA 16046

RIA

CRD#: 339152

SEVEN FIELDS, PA

Past

November 11, 2024 - August 13, 2025

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

PITTSBURGH, PA

Past

October 21, 2024 - August 13, 2025

KEY INVESTMENT SERVICES LLC

CRD#: 136300

PITTSBURGH, PA

Past

January 25, 2023 - July 10, 2024

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

PITTSBURGH, PA

Past

January 25, 2023 - July 10, 2024

CITIZENS SECURITIES, INC.

CRD#: 39550

PITTSBURGH, PA

Past

October 8, 2021 - January 30, 2023

W&S BROKERAGE SERVICES, INC.

RIA

CRD#: 8099

PITTSBURGH, PA

Past

April 28, 2017 - January 30, 2023

W&S BROKERAGE SERVICES, INC.

CRD#: 8099

PITTSBURGH, PA

Past

September 29, 2016 - January 4, 2017

NYLIFE SECURITIES LLC

CRD#: 5167

PITTSBURGH, PA

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

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

State Security Law Exam

IAR

Series 66

Date: 11/8/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/22/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/3/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/29/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

REX CONSULTING, LLC

CRD#: 339152 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (5/15/2026 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

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

Mailing Address

Phone number

(724) 799-3329

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

IAR

Sewickley (wexford), PA

Richard Sabo

J. W. COLE ADVISORS, INC.

IAR

GIBSONIA, PA

Lee Oleinick

UBS FINANCIAL SERVICES INC.

IAR

Boca Raton, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John E. Kariss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

W&S BROKERAGE SERVICES, INC.

W&S BROKERAGE SERVICES, INC.

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2024

Series 63

Date: 11/22/2017

Series 7TO

Date: 10/3/2022

SIE

Date: 10/1/2018

Series 6

Date: 9/29/2016

Current Firm

REX CONSULTING, LLC

Contact information

Documents

Red Flags

Company Information

REX CONSULTING, LLC

TRUST BUT VERIFY

Similar Advisors