JP WEALTH MANAGEMENT, INC
Mount Pleasant, SC North Massapequa, NY
Our Wealth Management Team
MARK PERLSON, CPA/PFS
Director of Financial Services
Mark Perlson is the Co-Founder and Director of Financial Services of JP Wealth Management Inc., a U.S. Securities and Exchange Commission registered investment advisory firm. The company was formed to provide comprehensive wealth management services to Perlson LLP clients. Mark is the managing partner of Perlson LLP, a firm specializing in high net worth individual and corporate clients. He graduated from the University at Albany, in 1977 with a Bachelor of Science Degree in Accounting. In 1980, he earned the Certified Public Accountant designation. Mr. Perlson has earned the additional AICPA designation of Personal Financial Specialist and holds the NASD Series 65 License.
Mark lectures to CPAs on accounting and auditing issues. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants and was an active member of the NYS Society of CPAs Accounting and Auditing Procedures Committee. He also lectures to industry and individuals on financial and income tax planning. In addition, Mark consults to the health care industry and health care lawyers on various financial aspects relating to medical and dental practices. Mark is frequently quoted in the Newsday financial section on income tax and financial planning matters. Prior to founding Perlson LLP, Mark was employed as an Accounting and Auditing Manager at Raich, Ende, Malter and Co. and was a Senior Accountant at Kofler, Levenstein, Romanotto and Co.
Mark resides on Long Island with his wife Martha has two sons. In addition to Mark's passion for Financial Planning and Accounting, he is extremely community oriented. Mark has served on the Board of Directors of the Solomon Schechter Day and High School of Long Island, where he and his wife were honored as Parents of the Year. Mark also serves on the Board of Directors at Jericho Jewish Center as the President. Mark and Martha were former U.J.A. honorees at JJC.
Contact Mark Perlson: email@example.com
JOHN CAREY, CFP®
John Carey is the Co-Founder and President of JP Wealth Management, Inc., a U.S. Securities and Exchange Commission registered investment advisory firm. He is a graduate of the College for Financial Planning, Denver, Colorado where he completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program. In addition, The Certified Financial Planners Board of Standards has certified John as a CFP® practitioner. John is an affiliate member of The National Association of Personal Financial Advisors (NAPFA), the leading national organization of Fee-Only planners. He is also a member of the Financial Planning Association (FPA). Currently, John holds the NASD Series 65 license. He has also held NASD Series 7 and 63 securities licenses as well as New York State Life, Accident and Health Insurance licenses.
John was formerly the Managing Director of a nationally recognized wealth management firm. His expertise has been sought by press and media including, Investment Advisor Magazine and the book, Tools and Templates for Your Practice: For Financial Advisors, Planners and Wealth Managers. John earned a Bachelor of Science degree from Longwood College where he was nominated as one of the “Outstanding Finance Majors”. John was Founder and President of JFC Advisors, Inc., a New York State registered investment advisory firm organized in 2003, prior to partnering with Mark Perlson, to form JP Wealth Management, Inc. in 2004. John is a native of Long Island, who now resides in Charleston, S.C. He has a passion for family, sports and portfolio investing.
Contact John Carey: firstname.lastname@example.org
Senior Financial Planner
Linda is a Senior Financial Planner for JP Wealth Management, Inc. and income tax specialist for Perlson LLP. Linda is also an Adjunct Professor at Nassau Community College where she has been teaching Personal Finance for six years. Before joining JP Wealth, Linda worked for many years in the area of Banking and Finance. She earned her MBA from Hofstra University in 1994 and passed all four parts of the CPA exam in 2003.
SUZETTE CARRIER, CFP®
Suzette is an Operations Manager for JP Wealth Management, Inc. She is a graduate of the College for Financial Planning’s CERTIFIED FINANCIAL PLANNER™ Professional Education Program, and has been certified by The Certified Financial Planners Board of Standards as a CFP® practitioner. She has a Bachelor of Science degree in Applied Mathematics from The College of Charleston and an MBA in Finance from Charleston Southern University. Suzette is an appointed notary public for South Carolina and has held NASD Series 7, Series 63 and Series 65 securities licenses as well as South Carolina State Life, Accident and Health Insurance licenses.
For the four years prior to joining JP Wealth Management in June 2008, Suzette worked as a financial planner and investment manager for a local wealth management firm. Her past experience also includes work as an investment broker for a regional securities firm from 1988 to 1994.