Ashley Roberts Carpenter

CRD 7722032

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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
TX	RA	APPROVED	2023-11-21
NC	RA	APPROVED	2023-11-16

TX RA
APPROVED

Since 2023-11-21
NC RA
APPROVED

Since 2023-11-16

Branch Locations

301 South Front Street Bldg 1 Ste A, New Bern, NC 28560 • 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
Eastern Dermatology	New Bern	NC	11/2021	04/2023
First Presbyterian Preschool	New Bern	NC	08/2016	05/2019
Unemployed	New Bern	NC	06/2019	10/2021
Edward Jones	St Louis	MO	05/2023	Present

11/2021 → 04/2023

Eastern Dermatology

New Bern, NC
08/2016 → 05/2019

First Presbyterian Preschool

New Bern, NC
06/2019 → 10/2021

Unemployed

New Bern, NC
05/2023 → Present

Edward Jones

St Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-10

S66 Uniform Combined State Law Examination

2023-11-10

Other Names

Ashley Octavia Roberts

View on SEC IAPD

Nearby Firms

BLUESKY WEALTH ADVISORS, LLC

LPL ENTERPRISE, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

Nearby Investors

DAVID LAURENCE BLAIN

Christie Lynn Bonacci

Nearby Offices

BLUESKY WEALTH ADVISORS, LLC · NEW BERN, NC

EDWARD JONES · New Bern, NC

LPL ENTERPRISE, LLC · NEW BERN, NC

More in New Bern, NC

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