Jason
Walters
Cary Street Partners
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About this Advisor
Jason Walters is a financial advisor based in Tampa, Florida, working with Cary Street Partners. Jason has previously held positions at Bb&T Investment Services, Inc, Bb&T Bank, Bb&T Securities, LLC, Bb&T, Truist Investment Services, Inc, Truist Advisory Services, Inc, Cary Street Partners LLC, and Cary Street Partners Investment Advisory LLC. Jason has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, North Carolina, Texas, and Virginia. Currently, Jason is part of Cary Street Partners, which operates out of Tampa, Florida. The firm has 16 offices and 144 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cary Street Partners includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cary Street Partners Brokerage Details
$6,977,336,124
144
12,547
$556,096
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jason Walters Work History
Cary Street Partners LLC
Cary Street Partners Investment Advisory LLC
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T
Bb&T Securities, LLC
Bb&T Bank
Bb&T Investment Services, Inc
Bb&T Investment Services, Inc
Disclosures
Please visit the SEC profile of Jason Walters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cary Street Partners
Fredericksburg, VA
Charlottesville, VA
Greenville, SC
Roanoke, VA
Charlotte, NC
Summit, NJ
Greenville, SC
Austin, TX
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