Robert Charles Carte
Investment adviser representative at Edward Jones
22 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Edward JonesJan 2026 to now
- Cetera Wealth Services, LLCSep 2025 to Jan 2026
- Cetera Investment Advisers LLCAug 2025 to Jan 2026
- Collier Jernigan & Goedert PaSep 2019 to Feb 2023
- Avantax Insurance Agency, LLCAug 2018 to Sep 2025
- Avantax Advisory ServicesSep 2017 to Sep 2025
- Avantax Investment Services, Inc.Sep 2017 to Sep 2025
- Hd Vest Insurance Agency, Inc.Sep 2017 to Jun 2019
- Collier Jernigan Eastman & Zublick PaAug 2008 to Dec 2025
- 1st Global Advisors, Inc.Apr 2007 to Oct 2017
- 1st Global Insurance Services, Inc.Mar 2006 to Oct 2017
- 1st Global Capital CorpDec 2004 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 3217566
- Firm CRD
- 250