Broker Check
John C. Carlson, Jr., CLU®, CLTC®

John C. Carlson, Jr., CLU®, CLTC®

Wealth Manager

Professional & Business History:

John has been in the financial services industry for over 10 years. He began his career with the Guardian Life Insurance Company of America before coming to Smoker Wealth Management. With a focus on communication, education and customer service, John brings a refreshing experience to those he works with. John works with his clients on comprehensive financial planning by taking a wide angle view of their finances. He strives to teach his client how to have better protection, enhanced asset performance, debt efficiency, increased savings, and effective cash flow management. John is also a mortgage consultant with Penn Street Mortgage and has used his 12+ years in the industry to simplify the home buying and refinancing process.


  • B.S., Business Administration, University of Delaware, (2003)

Professional Activities and Memberships:

  • Registered Representative with Cetera Financial Specialists LLC
  • Chartered Life Underwriter (CLU)®- The American College
  • Certified in Long-Term Care (CLTC)®- The Corporation for Long-Term Care

Profession licenses:

  • Life Insurance/Annuities


John Lives in Chester County, PA with his wife Kate, daughter Kalina and son Jack. He enjoys golf, hockey and spending time with his family.