Jessica
Carnes
Worth Advisors
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About this Advisor
Jessica Carnes is a financial advisor working out of Charlotte, North Carolina, with a total of 7 years of industry experience. Carnes is an employee of Worth Advisors. Throughout their career, they have worked at Charlotte Metro Credit Union, Cuna Brokerage Services, Inc, Lpl Financial LLC, Allegiance Wealth Advisors, Princor Financial Services Corporation, Principal Life Insurance Company and Worth Financial Advisory Group, LLC. Carnes holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Worth Advisors is a registered investment business operating out of Charlotte, NC. The investment advisory business has offices in three locations and a total of 13 people on staff. It manages $139 million in assets under management among its 1,080 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,080 accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules are based on the financial services offered. However, fees charged by Worth Advisors likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Worth Advisors Brokerage Details
$139,117,117
13
1,080
$128,812
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jessica Carnes Work History
Jessica has been registered as a financial advisor for 7 years.*
Worth Financial Advisory Group, LLC
Princor Financial Services Corporation
Principal Life Insurance Company
Lpl Financial LLC
Allegiance Wealth Advisors
Charlotte Metro Credit Union
Cuna Brokerage Services, 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 Jessica Carnes 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 Worth Advisors
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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