Jerry
Carson
Grove Point Advisors, LLC
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About this Advisor
Jerry Carson is a financial advisor operating in Greenville, North Carolina who has 2 years of industry experience. Carson is an employee of Grove Point Advisors, LLC. Over the course of their career, they have held roles at H. Beck, Inc, Grove Point Advisors, LLC and Grove Point Investments, LLC. Carson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Grove Point Advisors, LLC is an advisory firm headquartered in Rockville, MD. It has offices in 208 locations and a total of 333 advisors. It administers $2 billion in assets between its 8,355 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 19 charities and foundations. Of its 8,355 client accounts, 18% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically are based on which services are provided. However, fees billed by Grove Point Advisors, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$1,926,783,604
333
8,355
$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jerry Carson Work History
Jerry has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
H. Beck, Inc
*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 Jerry Carson 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 Grove Point Advisors, LLC
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Wheaton, IL
Victor, NY
Lutherville Timonium, MD
Rockville, MD
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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