Jerry CarterCRD Number: 1373270
Current Firm: Edward Jones
Jerry Carter (CRD# 1373270) is an Investment Advisor Representative working at Edward Jones in Town And Country, MO and has over 11 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||St Louis, MO||Apr 2012 - Current||5|
|Morgan Stanley Smith Barney||St. Louis, MO||Jan 2010 - Apr 2012||2|
|Carter Asset Management||St. Louis, MO||Sep 1999 - Apr 2012||12|
|Crown Advisors, LLC||St. Louis, MO||Apr 2004 - Jan 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2010|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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