James Rutledge Carson
Investment adviser representative at Svb Wealth
12 yearsExperience
1 stateRegistered in
$3.1BFirm assets
12 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- First Citizens Asset ManagementJun 2025 to now
- Svb WealthJun 2025 to now
- First Citizens BankMay 2025 to now
- First Citizens Investor ServicesMay 2025 to now
- UnemployedDec 2024 to May 2025
- Truist Investment Services, Inc.Feb 2021 to Dec 2024
- Truist BankDec 2020 to Dec 2024
- Suntrust BankDec 2019 to Feb 2021
- Suntrust Investment Services, Inc.Dec 2019 to Feb 2021
- Bb&tJan 2019 to Feb 2021
- Bb&t Securities, LLCJan 2018 to Feb 2021
- BbtisApr 2014 to Feb 2021
- Bb&t BankApr 2014 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NC).
Svb Wealth
Legal name: Svb Wealth LLC
$3.1BAssets managed
1,101Clients
80Advisers
12 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
- 5248661
- Firm CRD
- 172832