Jason Carter, financial advisor Cary NC

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 15 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 7
Schwarzwald, LLC Wake Forest, NC Aug 2015 - Aug 2019 4
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
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
    3,681
    MILLIONS
  • Total Number of Accounts
    437
    ACCOUNTS
  • Average Account Value
    $8,424,016
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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

LA, NC, VA

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