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John Charles Krebs

Carnegie Investment Counsel

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About John Charles Krebs

John Krebs is an Investment Advisor Representative registered with Carnegie Investment Counsel. John is based in Pepper Pike, Ohio and is registered in both Ohio and Pennsylvania. John has been in the industry since June 2023. John previously worked at Syracuse University and Gilmour Academy. John holds a Series 65 license and has over 5 years of industry experience. John specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. John is also registered to provide advisory services to individuals, high-net-worth individuals, corporations, other businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

John Krebs is currently registered with Carnegie Investment Counsel. Carnegie Investment Counsel is an investment advisor based in PEPPER PIKE, OH, United States. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage approximately $4,519,647,788 in regulatory assets under management for 7,293 total client accounts.
Carnegie Investment Counsel

30300 CHAGRIN BOULEVARD

PEPPER PIKE, OH 44124

$4.52B

Assets Under Management

Not reported

Total Clients

30

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Krebs’s Registration & Firm History

OH

12/20/2023 - Present

Carnegie Investment Counsel (PEPPER PIKE OH)

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Licenses & Designations

IA

Issued 12/19/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Charles Krebs.
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