Carter Jacob Feltner
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
2 statesRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab Bank, SsbJul 2020 to now
- Charles Schwab & Co., Inc.May 2008 to now
- Schwab Private Client Investment Advisory, Inc.Jun 2020 to Jul 2020
- Noize Complaint Productions, LLCSep 2014 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 5540396
- Firm CRD
- 5393