Jason Carter, financial advisor Cary NC
96 score

Jason Carter

CRD Number: 5619691
Current Firm: Veratis Advisors, Inc.

Jason Carter (CRD# 5619691) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 9 years of experience in the finance industry. Jason Carter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Veratis Institutional Advisors Cary, NC Jan 2017 - Current 1
Schwarzwald, LLC Wake Forest, NC Aug 2015 - Current 2
First Allied Securities, Inc. San Diego, CA Apr 2013 - Dec 2016 3
First Allied Advisory Services, Inc. Chesterfield, MO Apr 2013 - Dec 2016 3
Financial Directions Group, Inc. Cary, NC Apr 2013 - Dec 2016 3
Townsend Asset Management Corp Raleigh, NC Feb 2012 - Jan 2014 1
Lpl Financial Cary, NC Aug 2010 - Dec 2011 1
Hornor Townsend & Kent Inc. Horsham, PA Nov 2008 - Jun 2010 1
Penn Mutual Life Ins Co Horsham, PA Nov 2008 - Jun 2010 1
Wake Forest Univ Winston Salem, NC Jan 2007 - Aug 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Jason W. Carter
Phone Number: 919-460-8875
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,141,840
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

NC, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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