JP WEALTH MANAGEMENT, INC.
CRD #129475 SEC #801-63273 MT. PLEASANT, SC 866-562-6969
SEC Registered
Total AUM
$252.4M
Discretionary
$252.4M
Employees
2
Clients
51
Accounts
262
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | E | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | D | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | D | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | D | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | D | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | D | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | D | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | D | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | D | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | D | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | D | Control |
| PERLSON, MARK | I | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | D | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| CAREY, JOHN, FRANCIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | B | Control |
| DEO, MICHAEL, CHRISTOPHER | I | PLANNER | A | |
| DEO, MICHAEL, CHRISTOPHER | I | PLANNER | A | |
| DEO, MICHAEL, CHRISTOPHER | I | PLANNER | A | |
| DEO, MICHAEL, CHRISTOPHER | I | PLANNER | A | |
| DEO, MICHAEL, CHRISTOPHER | I | PLANNER | A |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (4)
NH NJ NY SC
Address
3401 SALTERBECK COURTSUITE 202
MT. PLEASANT, SC 29466-7117
United States
Phone: 866-562-6969