Carter Norris

Steamboat Springs, CO

CRD 8275894

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

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:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-08-14

CO RA
APPROVED

Since 2026-08-14

Branch Locations

Steamboat Springs, CO • United States

12555 Manchester Road, St. Louis, MO 63131 • 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
Edward Jones	St. Louis	MO	06/2026	Present
Sca Transaction Services Llc	Detroit	MI	02/2023	05/2026
Rsm Us Llp	Chicago	IL	07/2021	01/2023
Pwc	New York	NY	09/2018	06/2021
University Of South Carolina	Columbia	SC	08/2013	05/2018
Unemployed	Columbia	SC	06/2018	08/2018

06/2026 → Present

Edward Jones

St. Louis , MO
02/2023 → 05/2026

Sca Transaction Services Llc

Detroit, MI
07/2021 → 01/2023

Rsm Us Llp

Chicago, IL
09/2018 → 06/2021

Pwc

New York, NY
08/2013 → 05/2018

University Of South Carolina

Columbia, SC
06/2018 → 08/2018

Unemployed

Columbia, SC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-13

S66 Uniform Combined State Law Examination

2026-08-13

View on SEC IAPD

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