J••• A•• C••••••

C••••• P••••••• L••independent RIABoston, Ma IA-onlyIAPD 4573439

Certified Financial Planner

Feed of 09/15/2026

Also filed as J••• Ann Karickhoff

At current firm

0 y

since Oct 21, 2025

In the industry

24 y

since Feb 25, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••• P••••••• L•• independent RIA current
since Oct 21, 2025 · Boston, Ma
C•••••• A••••••• S••••••• I••• unclassified
Dec 17, 2004 to Apr 22, 2009 · Waltham, Ma
T•••••• F•••••••• S••••••• I•• unclassified
Mar 28, 2002 to Dec 16, 2004 · Waltham, Ma

Moves

a registration end followed by a registration begin elsewhere

C•••••• A••••••• S••••••• I••• to C••••• P••••••• L••
left Apr 22, 2009, registered Oct 21, 2025 (6026 days) · Other
T•••••• F•••••••• S••••••• I•• to C•••••• A••••••• S••••••• I•••
left Dec 16, 2004, registered Dec 17, 2004 (1 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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address