Drew Carter, financial advisor Noblesville IN
90 score

Drew Carter

CRD Number: 5973081
Current Firm: J.p. Morgan Securities LLC

Drew Carter (CRD# 5973081) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Noblesville, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Nooblesvile, IN Aug 2014 - Current 2
Bank Of America N.a Ladue, MO Jun 2012 - Aug 2014 2
Merrill Lynch Ladue, MO Aug 2011 - Aug 2014 3
Dial Equities Inc Communities Omaha, NE Aug 2008 - Aug 2011 3
University Of Missouri - Columbia Columbia, MO Aug 2005 - Aug 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Drew R. Carter
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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