Unclaimed Profile

Jason William Carter

VERATIS ADVISORS, INC.·CARY, North Carolina

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record16 years registeredVERATIS ADVISORS, INC.

1400 CRESCENT GREEN, CARY, NC 27518-8118CRD# 5619691Firm CRD# 117892

Profile Verification

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

Identity

Jason William Carter · CARY, NC

Registration

CRD #5619691 · VERATIS ADVISORS, INC. · 16 years registered

Brand Profile

Not yet started

Career History

VERATIS ADVISORS, INC.

Jan 2017 – present

FIRST ALLIED ADVISORY SERVICES, INC.

Apr 2013 – Dec 2016

APEX, NC

TOWNSEND ASSET MANAGEMENT CORP.

Feb 2012 – Jan 2014

RALEIGH, NC

LPL FINANCIAL LLC

Aug 2010 – Dec 2011

CARY, NC

HORNOR, TOWNSEND & KENT, INC.

Oct 2009 – Jun 2010

DURHAM, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · October 6, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERATIS ADVISORS, INC.

CRD 117892 · SEC 801-60849

AUM

$4.4B

Regulatory assets under management

Employees

394 client accounts

Services offered by VERATIS ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VERATIS ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jason William Carter offer?

Jason William Carter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARY, North Carolina for a consultation.

What are Jason William Carter's credentials?

Jason William Carter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason William Carter located?

Jason William Carter is based in CARY, North Carolina, working with VERATIS ADVISORS, INC.. Their office serves clients in the CARY metropolitan area and surrounding communities.

How does Jason William Carter charge for services?

Jason William 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 VERATIS ADVISORS, INC.?

VERATIS ADVISORS, INC. has approximately 7 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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