Brendan M. Carey

JTM CAREY CAPITAL

CLERMONT, FL

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CRD#: 7758446

Professional summary

Brendan Michael Carey, who also goes by Brendan Carey, is a registered financial advisor currently at JTM CAREY CAPITAL LLC located in Clermont, Florida.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Brendan has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Brendan 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 Brendan Michael 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

July 9, 2026 - Present

JTM CAREY CAPITAL LLC

RIA

CRD#: 343101

CLERMONT, FL

Past

July 10, 2023 - January 2, 2026

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, 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
(7/9/2026)

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 65

Date: 5/19/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/29/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 7/10/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 5/20/2023

Securities Industry Essentials Examination

Current Firm

JTM CAREY CAPITAL LLC

CRD#: 343101 / SEC#:

Florida

Registered Investment Advisory firm - (7/9/2026 Approved)

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Contact information

Main Address

Clermont, FL

Mailing Address

Phone number

(570) 972-9019

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.

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Brendan M. Carey

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Michael Carey's CRS (Customer Relationship Summary).

Certified licenses

Experience

JTM CAREY CAPITAL LLC

ADP BROKER-DEALER, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/19/2026

Series 63

Date: 7/29/2023

Series 6TO

Date: 7/10/2023

SIE

Date: 5/20/2023

Current Firm

JTM CAREY CAPITAL LLC

Contact information

Documents

Red Flags

Company Information

JTM CAREY CAPITAL LLC

TRUST BUT VERIFY

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