Jason
Carter
Veratis Advisors, Inc
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About this Advisor
Jason Carter is a certified financial planner based out of Cary, North Carolina with 6 years of industry experience. Carter works at Veratis Advisors, Inc. Their career trajectory has included roles at Townsend Asset Management Corp, First Allied Securities, Inc, First Allied Advisory Services, Inc, Veratis Institutional Advisors, Schwarzwald, LLC and Financial Directions Group, Inc. Carter maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Veratis Advisors, Inc is an advisory business that has its headquarters in Cary, NC. It oversees $4 billion in assets under management among its 437 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 437 client accounts, 84% are associated with high-net-worth clients who have at least $1 million in assets. The company performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Fees for financial management usually vary depending on the type of services provided. However, fee types charged by Veratis Advisors, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Veratis Advisors, Inc Brokerage Details
$3,681,294,980
7
437
$8,424,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jason Carter Work History
Jason has been registered as a financial advisor for 6 years.*
Veratis Institutional Advisors
Schwarzwald, LLC
First Allied Securities, Inc
First Allied Advisory Services, Inc
Financial Directions Group, Inc
Townsend Asset Management Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Carter 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 Veratis Advisors, Inc
Cary, NC
Cary, NC
Cary, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
