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John Brian Carew

Catalytic Wealth Management

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About John Brian Carew

John Brian Carew is an investment advisor representative with Catalytic Wealth Management. John has been in the industry since January 2013 and is currently registered with the state of Wyoming. John is a Series 6 and Series 63 licensed professional. Previously, John worked at Wells Fargo Clearing Services, LLC and First Republic. Catalytic Wealth Management is a financial advisor that offers a variety of investment services to individuals, high-net-worth individuals, and charitable organizations. John and Catalytic Wealth Management specialize in providing financial planning and portfolio management services.

Firm Information

John Carew is currently registered with Catalytic Wealth Management. Catalytic Wealth Management, based in Cambridge, MA, is a wealth management firm specializing in financial planning, portfolio management for individuals and businesses, and selection of other advisors. With approximately $2.1 billion in regulatory assets under management, they serve a client base of high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Catalytic Wealth Management

20 UNIVERSITY ROAD

CAMBRIDGE, MA 02138

$2.12B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Carew’s Registration & Firm History

WY

06/03/2024 - Present

Catalytic Wealth Management (Jackson WY)

WY

04/03/2018 - 03/30/2020

WELLS FARGO CLEARING SERVICES, LLC (JACKSON WY)

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Licenses & Designations

IA

Issued 05/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Brian Carew.
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