Jason Carter Email & Phone Number
Wealth Advisor, Partner @ Veratis Advisors, Inc.
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Jason Carter Location
- Wake Forest, NC, US
Jason Carter Work
- Wealth Advisor, Partner @ (January 2017 - Present)
- Financial Planner @ (April 2013 - December 2016)
- Financial Planner @ (January 2012 - March 2013)
- LPL Financial Advisor @ (July 2010 - December 2011)
- Financial Advisor @ (October 2008 - June 2010)
Jason Carter Education
- Duke University 2010
- Wake Forest University
B.A.
2008 - Universidad de Salamanca 2007
- CFA Institute
Jason Carter Skills
- Estate Planning
- Portfolio Management
- IRAs
- Financial Advisory
- Strategic Financial Planning
- Investments
- Risk Management
- Asset Management
- Finance
- Retirement
- Tax Planning
- Disability Insurance
- Asset Managment
- Retirement Planning
- Securities
Jason Carter Summary
- Jason Carter, based in Wake Forest, NC, US, is currently a Wealth Advisor, Partner at Veratis Advisors, Inc.. Jason Carter brings experience from previous roles at Financial Directions Group, Inc., Townsend Asset Management Corp., LPL Financial and Navigon Financial Group, Inc. Jason Carter holds a Duke University. With a robust skill set that includes Estate Planning, Portfolio Management, IRAs, Financial Advisory, Strategic Financial Planning and more. Jason Carter has 2 emails and 3 mobile phone numbers on RocketReach.
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