Joanna
Carr

Edward Jones

CRD#5792858
Investment Advisor
in New Bern, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Joanna Carr is an investment advisor who works in New Bern, North Carolina. Currently an advisor at Edward Jones, they have accumulated 10 years of practice in the financial advisory industry. Carr holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Carr is registered to serve clients based out of North Carolina and Texas. Carr has worked their complete career at Edward Jones. Edward Jones is headquartered in New Bern, North Carolina, and has 14,439 brick-and-mortar locations in the United States. Overall, Edward Jones manages $423 billion in assets covering 3,336,586 client accounts and employs more than 25,919 people. The amount of assets the firm manages places it among the largest financial advisory firms in the United States. The firm manages 1,067,474 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 10% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

3200 Trent Rd
New Bern, NC 28562-5739

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

NC Average: $11,469,110,461
Total Number of Employees

25,919

NC Average: 458
Total Number of Accounts

3,336,586

NC Average: 33,415
Average Account Size

$126,847

NC Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Joanna Carr Work History

Joanna has 10 years of experience.

2010 - Present (11 years)

Edward Jones

Disclosures

Joanna Carr has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started