Jerry
Carson

Grove Point Advisors, LLC

CRD#4116428
Investment Advisor
in Greenville, NC

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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

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

204 East Arlington Blvd. Suite D-2
Greenville, NC 27858

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$1,926,783,604

NC Average: $6,889,882,315
Total Number of Employees

333

NC Average: 45
Total Number of Accounts

8,355

NC Average: 765
Average Account Size

$230,614

NC Average: $9,006,382

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.*

2021 - Present (3 years)

Grove Point Advisors, LLC

2021 - Present (3 years)

Grove Point Investments, LLC

2010 - 2021 (11 years)

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

Michael Dearing
Rockville, MD
Stephanie Bell
Rockville, MD
Kimberly Douglas
Rockville, MD
Nicholas Johnson
Rockville, MD
Carl Morreale
Wheaton, IL
Nick Twentyfive
Victor, NY
Daniel Wheeler
Lutherville Timonium, MD
Thomas Gervase
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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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.

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