Unclaimed Profile

Jennifer Anne Emmons Carlson

GOULD CAPITAL, LLC·TACOMA, Washington

SIE, Series 7, Series 31, Series 63, Series 65Clean record25 years registeredGOULD CAPITAL, LLC

2323 N 31ST STREET, TACOMA, WA 98403CRD# 4321549Firm CRD# 300609

Profile Verification

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

Identity

Jennifer Anne Emmons Carlson · TACOMA, WA

Registration

CRD #4321549 · GOULD CAPITAL, LLC · 25 years registered

Brand Profile

Not yet started

Career History

GOULD CAPITAL, LLC

Apr 2019 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Apr 2011 – Apr 2019

TACOMA, WA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2007 – Apr 2011

TACOMA, WA

MORGAN STANLEY

Apr 2005 – Jun 2006

TACOMA, WA

PRIMEVEST FINANCIAL SERVICES, INC.

Oct 2004 – Mar 2005

TACOMA, WA

MORGAN STANLEY

Apr 2001 – Jul 2003

TACOMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · April 19, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOULD CAPITAL, LLC

CRD 300609 · SEC 801-114815

AUM

$149M

Regulatory assets under management

Employees

367 client accounts

Services offered by GOULD CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GOULD CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Anne Emmons Carlson offer?

Jennifer Anne Emmons Carlson specializes in Investment Management, Fee-Only Advisory. Contact their office in TACOMA, Washington for a consultation.

What are Jennifer Anne Emmons Carlson's credentials?

Jennifer Anne Emmons Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Anne Emmons Carlson located?

Jennifer Anne Emmons Carlson is based in TACOMA, Washington, working with GOULD CAPITAL, LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.

How does Jennifer Anne Emmons Carlson charge for services?

Jennifer Anne Emmons Carlson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOULD CAPITAL, LLC?

GOULD CAPITAL, LLC has approximately 4 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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