Carla M Britton ramsey
Investment adviser representative at Edward Jones
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1TFirm 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 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
9 years in the industry.
- Edward JonesNov 2024 to now
- Lee Sipes and AssociatesAug 2024 to Sep 2024
- Raymond James Financial ServicesAug 2024 to Sep 2024
- Raymond James Financial Services AdvisorsAug 2024 to Sep 2024
- Serving Those Who Serve (stsw)Aug 2024 to Sep 2024
- UnemployedFeb 2024 to Jul 2024
- T Rowe Price Investment Services,Oct 2023 to Jan 2024
- The Vanguard Marketing CorporationNov 2021 to Oct 2023
- Randstad US LLCAug 2021 to Nov 2021
- Carla Ramsey Financial Coaching LLCOct 2020 to Nov 2021
- SmartpathSep 2019 to Aug 2021
- UnemployedFeb 2015 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
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
- 6296683
- Firm CRD
- 250