Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe

Investment adviser representative · Rex Consulting, LLC

John E. Kariss III

CRD 6073767 · Seven Fields, PA

At a glance

John E. Kariss III is an investment adviser representative with Rex Consulting, LLC in Seven Fields, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on John’s SEC record dates to 2021, about 5 years ago. Designations on file: Chartered Financial Consultant.

Current advisory firm

  • Rex Consulting, LLCSince May 2026Seven Fields, PA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2021 (5 years)
Designations
Chartered Financial Consultant
Exams
Series 63, Series 66
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

John’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
3 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.