Carter J Spearry
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Edward JonesJun 2023 to now
- Randstad SourcerightFeb 2022 to May 2023
- Saint Ignatius High SchoolAug 2021 to Feb 2022
- Burntwood TavernJun 2021 to Aug 2021
- Minute Men Select IncJun 2021 to Aug 2021
- Nrichd Consulting, LLCNov 2020 to May 2023
- Nissan North OlmstedJun 2020 to Feb 2021
- UnemployedAug 2019 to May 2020
- Merrill LynchMay 2019 to Aug 2019
- Nissan North OlmstedMay 2019 to Aug 2019
- UnemployedAug 2018 to May 2019
- Nissan North OlmstedMay 2018 to Aug 2018
- UnemployedJan 2018 to May 2018
- UnemployedAug 2017 to Dec 2017
- Nissan North OlmstedMay 2017 to Aug 2017
- UnemployedAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7123145
- Firm CRD
- 250