Jesse
Karich
Corepath Wealth Partners LLC
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About this Advisor
Jesse Karich is a financial advisor operating out of Scottsdale, Arizona who has 4 years of industry experience. Karich is an advisor for Corepath Wealth Partners LLC. Their career trajectory has included roles at North Star Consultants Inc, Minnesota Life, Securian Financial Services Inc, Cri Securities and Corepath Wealth Partners LLC. Karich has Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to serve investors in Minnesota. Corepath Wealth Partners LLC is an advisory company operating out of Scottsdale, AZ. It has offices in two locations and a total of 13 people on staff. It manages $274 million in assets between its 1,633 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,633 accounts, just 12% belong to high-net-worth individuals who have more than $1 million in investable assets. Corepath Wealth Partners LLC offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which service is offered. Fees charged by Corepath Wealth Partners LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Corepath Wealth Partners LLC Brokerage Details
$273,990,780
13
1,633
$167,784
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jesse Karich Work History
Jesse has been registered as a financial advisor for 4 years.*
Corepath Wealth Partners LLC
Minnesota Life
North Star Consultants Inc
Securian Financial Services Inc
Cri Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jesse Karich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Corepath Wealth Partners LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Englewood, CO
Scottsdale, AZ
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