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Jennifer Irene Hector

CARTER AND CARTER WEALTH STRATEGIES, INC.·EUGENE, Oregon
Unclaimed Profile
871 COUNTRY CLUB ROAD, EUGENE, OR 97401CRD# 5069442Firm CRD# 256791
01

About

Jennifer Irene Hector is a registered financial advisor based in EUGENE, Oregon, affiliated with CARTER AND CARTER WEALTH STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
CARTER AND CARTER WEALTH STRATEGIES, INC.
CARTER AND CARTER WEALTH STRATEGIES, INC.
AUM
$307M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CARTER AND CARTER WEALTH STRATEGIES, INC. →
Services
Financial planning
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5069442
Firm CRD# 256791
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Irene Hector offer?
Jennifer Irene Hector specializes in Financial Planning. Contact their office in EUGENE, Oregon for a consultation.
What are Jennifer Irene Hector's credentials?
Jennifer Irene Hector is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Irene Hector located?
Jennifer Irene Hector is based in EUGENE, Oregon, working with CARTER AND CARTER WEALTH STRATEGIES, INC.. Their office serves clients in the EUGENE metropolitan area and surrounding communities.
How does Jennifer Irene Hector charge for services?
Jennifer Irene Hector's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARTER AND CARTER WEALTH STRATEGIES, INC.?
CARTER AND CARTER WEALTH STRATEGIES, INC. has approximately 7 employees and manages $307M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeffrey B Yamada — MCS FINANCIAL ADVISORS LLCThomas Henry Roehl — ROEHL & YI INVESTMENT ADVISORS, LLCJayman Frank Yi — ROEHL & YI INVESTMENT ADVISORS, LLCAndrew David Papendieck — THE PAPENDIECK GROUP, LLCMichael Charles Stalker — MCS FINANCIAL ADVISORS LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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