Carrie Lynn Fortier

Current Employers

Employment History

• 08/2000 → Present
  Jones & Roth
  Eugene, OR
• 10/2020 → 09/2025
  Avantax Investment Services, Inc.
  Eugene, OR
• 10/2020 → 09/2025
  Avantax Advisory Services
  Eugene, OR
• 08/2000 → Present
  Jones & Roth, P.C.
  Eugene, OR
• 08/2000 → Present
  Jones & Roth, P.C.
  Eugene, OR
• 01/2021 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Eugene, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Eugene, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-01-13 → 2025-09-05
  Avantax Advisory Services
  Eugene, OR

Other Businesses

1) JONES & ROTH FINANCIAL ADVISORS, LLC POSITION: Partner NATURE: Referring advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2021 ADDRESS: 260 Country Club Rd. Suite 100, Eugene OR 97404, DESCRIPTION: Provide tax advice and attend meetings 2) ST. PAUL SCHOOL FOUNDATION POSITION: Board President NATURE: My children attend St Paul School, the foundation is a separate entity that provides scholarship money to assist with tuition. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2016 ADDRESS: 1201 Satre Street, Eugene OR 97401, United States DESCRIPTION: As a board member my duties involve helping to raise money for tuition assistance and preparing the 990 and CT tax filings for the organization. 3) Construction Financial Management Association; Treasurer; The Construction Financial Management Association (CFMA) is "The Source & Resource for Construction Financial Excellence" and the only nonprofit organization dedicated to serving the educational needs of today's construction financial professionals.; NIR; 0; 01/15/2012; 3028 Judkins Road Eugene OR 97403; Treasurer. The group is inactive so currently I am not performing any regular duties, I do receive the bank statement monthly. 4) NAME OF OTHER BUSINESS: MARIST CATHOLIC HIGH SCHOOL; INVESTMENT RELATED: NO; ADDRESS: 1900 KINGSLEY ROAD EUGENE, OR 97401 ; NATURE OF BUSINESS: NON PROFIT; START DATE: 06/2026; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REVIEW INTERNAL STATEMENT PREPARED BY STAFF, REVIEW BUDGET, PRESENT TO THE BOARD, CONSULT ON ACCOUNTING FUNCTIONS, NEEDS AND CASH FLOW REPORTING;

Exams

• S66 Uniform Combined State Law Examination
  2020-12-30

Other Names

• Carrie Lynn Bennett
• Carrie Fortier