Jennifer Ann Carr

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2000 → 02/2019
  Associated Investment Services, Inc.
  Green Bay, WI
• 07/2006 → 10/2017
  Market America, Inc.
  Greensboro, NC
• 10/2015 → 03/2017
  Ymca
  Green Bay, WI
• 10/2017 → Present
  Mary Kay Cosmetics
  Addison, TX
• 02/2019 → 04/2021
  Wells Fargo Clearing Services Llc
  Green Bay, WI
• 04/2021 → Present
  Rbc Capital Markets, Llc
  Depere, WI

Previous Registrations

• 2019-02-15 → 2021-04-29
  Wells Fargo Clearing Services, Llc
  Green Bay, WI
• 2015-04-13 → 2019-02-19
  Associated Investment Services, Inc.
  Green Bay, WI
  Green Bay, WI

Other Businesses

(1) NAME OF ENTITY: Mary Kay Inc. ADDRESS: 16251 Dallas Parkway Addison Texas 75001 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Aug 01, 2026 CAPACITY: Other DUTIES: Sales consultant HOURS DEVOTED PER MONTH: 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 2) NAME OF ENTITY: The Terrace ADDRESS: 2465 Marina Cir Ste 600 Green Bay, WI 54304 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Event Venue CAPACITY: Employee START DATE: 9/1/22 DUTIES: Serve food and beverages to patrons. HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) Name of Entity: Spring Lake Church Address: 2240 Klondike Rd Green Bay Wisconsin 54311 Investment/Not Investment Related: No Business Description: Religious Institution Start Date: Oct 03, 2024 Capacity: Other Duties: Take care of children, change diapers, feed and play with children. Hours Devoted Per Month: 0 - 4 Hours Hours Devoted During Securities Hours Per Month: 0 - 4 Hours 4) NAME OF ENTITY: 1919 Kitchen & Tap ADDRESS: 1265 Lombardi Ave., Green Bay, WI 54304 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Restaurant CAPACITY: Employee START DATE: 03/16/23 DUTIES: Serve food and drinks to customers HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (5) Name of Entity: Carepool Innovation, Inc. Address: 821 E Washington Ave #2 Madison WI 53703 Investment/Not Investment Related: No Business Description: Private Company Start Date: Jul 22, 2024 Capacity: Other Duties: Drive and assist elderly and disabled individuals to and from appointments or locations. Hours Devoted Per Month: 0 - 4 Hours Hours Devoted During Securities Hours Per Month: 0 - 4 Hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-03
• S63 Uniform Securities Agent State Law Examination
  1999-05-17

Other Names

• Jennifer Bengtson
• Jennifer Ann Bengtson