Jeffry Joseph Haspel
Investment adviser representative at Carter, Terry & Company, Inc.
24 yearsExperience
4 statesRegistered in
$104MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Carter, Terry & Company, Inc.May 2017 to now
- Self EmployedAug 2002 to now
- Wilbanks SecuritiesMar 2003 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 4 states (CO, GA, TX, VA).
Carter, Terry & Company, Inc.
$104MAssets managed
168Clients
17Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1934054
- Firm CRD
- 16365