Ryan J Carter
Investment adviser representative at Edward Jones
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Edward JonesJun 2018 to now
- Turning Point Health & FitnessFeb 2012 to now
- AXA Advisors LLCNov 2017 to May 2018
- Edward JonesSep 2017 to Oct 2017
- D.H. Hill Securities, LllpMar 2017 to Jul 2017
- Swan Energy Inc.Feb 2014 to Jul 2017
- The Oil & Gas Asset Clearinghouse Ii, LLCFeb 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6730065
- Firm CRD
- 250