Unclaimed Profile

Jay Wilson Carter

TRUST ADVISORY GROUP LTD·BIRMINGHAM, Alabama

SIE, Series 6, Series 6TO, Series 7, Series 24, Series 63, Series 65Clean record21 years registeredTRUST ADVISORY GROUP LTD

2 PERIMETER PARK SOUTH, BIRMINGHAM, AL 35243CRD# 2412541Firm CRD# 106926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jay Wilson Carter · BIRMINGHAM, AL

Registration

CRD #2412541 · TRUST ADVISORY GROUP LTD · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUST ADVISORY GROUP LTD

TRUST ADVISORY GROUP LTD

Jan 2025 – Jun 2026

BIRMINGHAM, AL

STONEX ADVISORS INC.

Jun 2016 – Jun 2026

BIRMINGHAM, AL

STERNE AGEE ASSET MANAGEMENT, INC.

Aug 2005 – Jun 2016

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 15, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUST ADVISORY GROUP LTD

CRD 106926 · SEC 801-46919

AUM

$560M

Regulatory assets under management

Employees

2,056 client accounts

Services offered by TRUST ADVISORY GROUP LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUST ADVISORY GROUP LTD →

Introduction

Speak with Jay

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jay is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jay Wilson Carter offer?

Jay Wilson Carter specializes in Financial Planning, Investment Management, Wealth Management.

What are Jay Wilson Carter's credentials?

Jay Wilson Carter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Wilson Carter located?

Jay Wilson Carter is based in BIRMINGHAM, Alabama, last registered with TRUST ADVISORY GROUP LTD.

How does Jay Wilson Carter charge for services?

Jay Wilson Carter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUST ADVISORY GROUP LTD?

TRUST ADVISORY GROUP LTD has approximately 43 employees and manages $560M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →