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
Years of Experience
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Edward Jones Brokerage Details
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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.
Joanna Carr has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
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.