Robert Charles Carte

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

• 12/2004 → 10/2017
  1St Global Capital Corp
  Ocala, FL
• 03/2006 → 10/2017
  1St Global Insurance Services, Inc.
  Ocala, FL
• 04/2007 → 10/2017
  1St Global Advisors, Inc.
  Ocala, FL
• 09/2017 → 09/2025
  Avantax Investment Services, Inc.
  Ocala, FL
• 09/2017 → 09/2025
  Avantax Advisory Services
  Ocala, FL
• 09/2017 → 06/2019
  Hd Vest Insurance Agency, Inc.
  Irving, TX
• 08/2018 → 09/2025
  Avantax Insurance Agency, Llc
  Ocala, FL
• 09/2019 → 02/2023
  Collier Jernigan & Goedert Pa
  Ocala, FL
• 08/2008 → 12/2025
  Collier Jernigan Eastman & Zublick Pa
  Ocala, FL
• 08/2025 → 01/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → 01/2026
  Cetera Wealth Services, Llc
  Ocala, FL
• 09/2025 → 01/2026
  Cetera Investment Advisers Llc
  Ocala, FL
• 01/2026 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2025-08-14 → 2026-01-23
  Cetera Investment Advisers Llc
  Ocala, FL
• 2017-11-08 → 2025-09-05
  Avantax Advisory Services
  Ocala, FL
• 2007-05-03 → 2017-11-01
  1St Global Advisors Inc
  Ocala, FL

Exams

• S66 Uniform Combined State Law Examination
  2007-04-06
• S63 Uniform Securities Agent State Law Examination
  2001-05-07
• S65 Uniform Investment Adviser Law Examination
  2000-03-29

Other Names

• Robert Charles Carte
• Robert Carte