Iams Wealth Management, LLC

Investment Advisor
in Blackwood, NJ

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About this Advisor

Nicholas Carini is a financial advisor based out of Blackwood, New Jersey, who has 5 years of relevant experience. Carini is an employee of Iams Wealth Management, LLC. Carini has gained experience at Saint Joseph University, Carini Financial, Foresters Equity Services and Iams Wealth Management, LLC. Carini maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey and Pennsylvania. Iams Wealth Management, LLC is a financial advisory company based out of Omaha, NE. It has offices in 44 locations and a total of 56 advisors. It oversees $153 million in assets under management among its 1,344 accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves two charities and foundations. Of its 1,344 customer accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets. The business has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely are based on the financial services. However, fees billed by Iams Wealth Management, LLC can be comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

901 Route 168 Suite 208
Blackwood, NJ 08012

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Iams Wealth Management, LLC Brokerage Details

Total Assets Under Management


NJ Average: $1,978,216,465
Total Number of Employees


NJ Average: 226
Total Number of Accounts


NJ Average: 7,467
Average Account Size


NJ Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Nicholas Carini Work History

Nicholas has been registered as a financial advisor for 5 years.*

2018 - Present (5 years)

Iams Wealth Management, LLC

2013 - Present (10 years)

Carini Financial

2014 - 2018 (4 years)

Foresters Equity Services

2009 - 2013 (4 years)

Saint Joseph University

*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.


Please visit the SEC profile of Nicholas Carini 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 Iams Wealth Management, LLC

Jason Arredondo
San Antonio, TX
Tyler Woodbrey
Lindon, UT
Terrell Gamble
Omaha, NE
Kristi Bartholomew
Omaha, NE
Curtis Cottle
Grand Rapids, MI
Jordan Paff
Dallas, TX
Stephen Clubb
Omaha, NE
Heidi Behnke
Omaha, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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