Jason
Carter
Veratis Advisors, Inc
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About this Advisor
Jason Carter is a financial advisor based in Cary, North Carolina, working with Veratis Advisors, Inc. Jason has previously held positions at First Allied Securities, Inc, First Allied Advisory Services, Inc, Veratis Institutional Advisors, Schwarzwald, LLC, and Financial Directions Group, Inc. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Jason is part of Veratis Advisors, Inc, which operates out of Cary, North Carolina. The firm has 7 employees and manages assets totaling $4.4 billion. The firm serves a variety of clients, including 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, publication of newsletters, and educational seminars. The fee structure at Veratis Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Veratis Advisors, Inc Brokerage Details
$4,429,232,164
7
394
$11,241,706
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
Veratis Institutional Advisors
Schwarzwald, LLC
First Allied Securities, Inc
First Allied Advisory Services, Inc
Financial Directions Group, Inc
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
Cary, NC
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