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Micah Carter

Investment adviser representative at Edward Jones
14 yearsExperience
3 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.

  1. Edward JonesJan 2022 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2021 to Jan 2022
  3. Blue Ridge Premier RealtyFeb 2020 to Jan 2021
  4. Kim Preston Real EstateOct 2017 to Dec 2019
  5. Brio Tuscan GrilleJul 2015 to Jan 2021
  6. Western Carolina UniversityAug 2012 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 3 states (FL, NC, 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
7325430
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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