Carter John Mrowiec
Investment adviser representative at Edward Jones
17 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
17 years in the industry.
- Edward JonesApr 2025 to now
- Alacrity Wealth AdvisorsSep 2024 to Apr 2025
- Ameriprise Financial Services, LLCJul 2024 to Apr 2025
- UnemployedMay 2024 to Jul 2024
- FastenalJun 2023 to May 2024
- Full-time EducationAug 2022 to Jun 2023
- Lakestone PropertiesJul 2022 to Sep 2022
- Angelo'sJul 2019 to Feb 2020
- Full Time EducationAug 2009 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 7744460
- Firm CRD
- 250