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Eric Nyle Jones

Carter, Terry & Company, Inc.

Atlanta, GA

Atlanta, GA

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Current Employers
Carter, Terry & Company, Inc.

3340 Peachtree Rd Ne Suite 1400, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2014-02-14
  • GA RA
    APPROVED
    Since 2014-02-14

Branch Locations

3340 Peachtree Road Suite 1400, Atlanta, GA 30326 • UNITED STATES

3340 Peachtree Rd Ne Suite 1400, Atlanta, GA 30326 • 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
OrganizationCityStateFromTo
H&R Block Financial Advisors, Inc Atlanta GA 08/2005 Present
Carter Terry & Co. Inc Atlanta GA 02/2014 Present
  • 08/2005 → Present
    H&R Block Financial Advisors, Inc
    Atlanta, GA
  • 02/2014 → Present
    Carter Terry & Co. Inc
    Atlanta, GA
Previous Registrations
  • 2009-10-05 → 2014-02-13
    Ameriprise Financial Services, Llc
    Atlanta, GA
    Atlanta, GA
  • 2005-08-24 → 2009-10-05
    Ameriprise Advisor Services, Inc.
    Atlanta, GA
    Atlanta, GA
  • 2002-12-20 → 2005-08-29
    Morgan Stanley Dw Inc.
    Alpharetta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-12
S63 Uniform Securities Agent State Law Examination 1981-12-07
  • S65 Uniform Investment Adviser Law Examination
    1999-08-12
  • S63 Uniform Securities Agent State Law Examination
    1981-12-07

View on SEC IAPD

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MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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