Jason Richard Carter

Current Employers

Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2026-04-27
IN	RA	APPROVED	2026-04-24
TX	RA	APPROVED	2026-04-24

NE RA
APPROVED

Since 2026-04-27
IN RA
APPROVED

Since 2026-04-24
TX RA
APPROVED

Since 2026-04-24

Branch Locations

57 Franklin Street Suite 207, Valparaiso, IN 46383 • United States

858 Camp Street, New Orleans, LA 70130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Thrivent Investment Management Inc	Valparaiso	IN	07/2007	04/2026
Thrivent Financial For Lutherans	Appleton	WI	09/2007	04/2026
Newedge Advisors, Llc	New Orleans	LA	04/2026	Present

07/2007 → 04/2026

Thrivent Investment Management Inc

Valparaiso, IN
09/2007 → 04/2026

Thrivent Financial For Lutherans

Appleton, WI
04/2026 → Present

Newedge Advisors, Llc

New Orleans, LA

Previous Registrations

2007-08-31 → 2026-04-27

Thrivent Investment Management Inc.

Valparaiso, IN

Merrillville, IN

Valparaiso, IN

Valparaiso, IN

Other Businesses

1. RENTAL PROPERTY; Not Investment Related; Valparaiso, IN; Real Estate Rental; Owner; 01/2018 ; 2 total hrs; 0 trading hrs; maintenance 2. NewEdge Advisors, LLC - DBA Cana Wealth Management; Investment related; Valparaiso, IN; Start date 04/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 3. Carter, Spoolstra, & Associates; Not Investment Related; Valparaiso, IN; Pass-through entity; Partner; Start Date 01/2016; 1 total hrs; 0 trading hours; pass through entity for tax purposes

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-08-30

S66 Uniform Combined State Law Examination

2007-08-30

Other Names

Jason Robert Carter

View on SEC IAPD