Ryan J Carter

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:

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

Current Employers

Employment History

• 02/2014 → 07/2017
  The Oil & Gas Asset Clearinghouse Ii, Llc
  Houston, TX
• 02/2014 → 07/2017
  Swan Energy Inc.
  Denver, CO
• 02/2012 → Present
  Turning Point Health & Fitness
  Fort Collins, CO
• 03/2017 → 07/2017
  D.H. Hill Securities, Lllp
  Kingwood, TX
• 09/2017 → 10/2017
  Edward Jones
  St. Louis, MO
• 11/2017 → 05/2018
  Axa Advisors Llc
  New York, NY
• 06/2018 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2017-12-22 → 2018-06-08
  Equitable Advisors, Llc
  Lakewood, CO
• 2017-09-28 → 2017-10-31
  Edward Jones
  Fort Collins, CO
  St Louis, MO

Other Businesses

"Herbal Alchemy Type: Date: 11/01/23 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: emcee for weekend conference City-State: Franklin TN"

Exams

• S66 Uniform Combined State Law Examination
  2017-09-27
• S63 Uniform Securities Agent State Law Examination
  2016-12-28

Other Names

• Ryan James Carter
• Ryan J Carter
• Ryan Carter