Jeffery Carson

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 11/2019
  Morgan Stanley
  Boston, MA
• 11/2019 → 04/2022
  Ameriprise Financial Services Inc
  Boston, MA
• 04/2022 → 05/2022
  Raymond James Financial Services, Inc.
  Boston, MA
• 04/2022 → 03/2026
  Steward Partners Global Advisory, Llc
  Boston, MA
• 04/2022 → 03/2026
  Steward Partners Investment Advisory, Llc
  Boston, MA
• 05/2022 → 03/2026
  Steward Partners Investment Solutions, Llc
  Boston, MA
• 03/2026 → Present
  Wells Fargo Clearing Services, Llc
  Boston, MA
• 05/2026 → Present
  Wells Fargo Advisors Financial Network
  Boston, MA

Previous Registrations

• 2022-04-25 → 2025-10-09
  Steward Partners Investment Advisory, Llc
  Boston, MA
  Stamford, CT
  Keene, NH
  Quincy, MA
  Quincy, MA
• 2020-01-08 → 2020-12-31
  Ameriprise Financial Services, Llc
  Boston, MA
• 2016-01-20 → 2019-10-07
  Morgan Stanley
  Boston, MA
• 2009-03-11 → 2016-02-10
  Credit Suisse Securities (Usa) Llc
  Boston, MA
• 2006-07-17 → 2009-03-09
  Banc Of America Investment Services, Inc.
  Boston, MA
  Newton, MA

Exams

• S66 Uniform Combined State Law Examination
  2006-07-10

Other Names

• Jeffrey L Carson
• Jeffery L Carson
• Jeffery Lebaron Carson