Jay Wilson Carter

Employer firm

Trust Advisory Group Ltd CRD 106926

$314M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 10/2025 → Present
  Stonex International Securities Inc.
  Birmingham, AL
• 11/1998 → Present
  Stonex Securities Inc.
  Birmingham, AL
• 06/2016 → Present
  Stonex Advisors Inc.
  Birmingham, AL
• 09/2024 → Present
  Trust Advisory Group Ltd
  Birmingham, AL
• 09/2024 → Present
  Stonex Insurance Solutions Ltd
  Birmingham, AL
• 10/2025 → Present
  Stonex International Advisors Inc.
  Birmingham, AL

Previous Registrations

• 2005-08-15 → 2016-06-30
  Intl Advisory Consultants Inc.
  Birmingham, AL

Other Businesses

PRECISION TACTICAL ARMS CO. INC.; NOT INVESTMENT RELATED; 507 SESSILE CIR. CRESTVIEW FL. 32532; FIRE ARMS, AMMO AND RELATED SUPPLIES; CO-OWNER; 2/19/2013; 0 HOURS PER MONTH; PROVIDED WORKING CAPITAL AND SERVE MERELY AS A "SILENT PARTNER" W/NO DAY TO DAY DUTIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-30
• S63 Uniform Securities Agent State Law Examination
  1993-11-12