DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jack Christopher Carini
Feed of 09/14/2026
At current firm
9 y
since Jun 16, 2017
In the industry
31 y
since May 10, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Iams Wealth Management, LLC independent RIA currentsince Jun 16, 2017 · Turnersville, Nj
- Foresters Equity Services, Inc. formerAug 21, 2014 to Jun 9, 2017 · Turnersville, Nj
- Monticello Investment Services, Inc. formerMar 7, 2012 to Aug 1, 2014 · Neosho, Mo
- Questar Asset Management, Inc. formerJun 29, 2009 to Nov 18, 2011 · Minneapolis, Mn
- Esi Financial Advisors independent RIAMar 7, 2008 to Jun 1, 2009 · Turnersville, Nj
Moves
a registration end followed by a registration begin elsewhere
- Foresters Equity Services, Inc. to Iams Wealth Management, LLCleft Jun 9, 2017, registered Jun 16, 2017 (7 days) · Other
- Monticello Investment Services, Inc. to Foresters Equity Services, Inc.left Aug 1, 2014, registered Aug 21, 2014 (20 days) · Other
- Questar Asset Management, Inc. to Monticello Investment Services, Inc.left Nov 18, 2011, registered Mar 7, 2012 (110 days) · Other
- Esi Financial Advisors to Questar Asset Management, Inc.left Jun 1, 2009, registered Jun 29, 2009 (28 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address