Jason William Carter
Investment adviser representative at Veratis Advisors, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
13 years in the industry.
- Veratis Advisors, Inc.Jan 2017 to now
- Veratis Institutional AdvisorsJan 2017 to now
- Schwarzwald, LLCAug 2015 to Aug 2019
- Financial Directions Group, Inc.Apr 2013 to Dec 2016
- First Allied Advisory Services, Inc.Apr 2013 to Dec 2016
- First Allied Securities, Inc.Apr 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (NC).
Veratis Advisors, Inc.
$6BAssets managed
105Clients
4Advisers
24 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
- 5619691
- Firm CRD
- 117892