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Eric Nyle Jones

Carter, Terry & Company, Inc.

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About Eric Nyle Jones

Eric Jones is a financial advisor with over 40 years of experience in the industry. Eric currently works at Carter, Terry & Company, Inc., and has been with the firm since 2014. Previously, Eric worked at Ameriprise Financial Services, Inc. and Ameriprise Advisor Services, Inc. Eric is registered to provide investment advice in Florida, Georgia, Illinois, and North Carolina. Eric specializes in providing portfolio management services for individuals, as well as educational seminars and the selection of other advisors.

Firm Information

Eric Jones is currently registered with Carter, Terry & Company, Inc.. Carter, Terry & Company, Inc. is a corporation headquartered in Atlanta, Georgia. Founded in March 1985, the firm offers a variety of investment advisory services, including portfolio management for individuals and selection of other advisors. They manage approximately $114.4 million in regulatory assets for a range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. The firm has a team of 41 registered representatives, 19 investment adviser representatives, and 5 licensed agents. They are registered with the SEC and in 49 states.
Carter, Terry & Company, Inc.

3060 PEACHTREE RD NW

ATLANTA, GA 30305

$114.42M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Jones’s Registration & Firm History

GA

02/14/2014 - Present

Carter, Terry & Company, Inc. (ATLANTA GA)

GA

10/05/2009 - 02/13/2014

AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)

GA

08/19/2005 - 10/05/2009

AMERIPRISE ADVISOR SERVICES, INC. (ATLANTA GA)

NY

06/16/1983 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

NA

12/11/1981 - 06/17/1983

FIRST JERSEY SECURITIES, INC.

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Licenses & Designations

IA

Issued 08/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/24/1994

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/1994

Series 3 - National Commodity Futures Examination

BC

Issued 11/21/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Nyle Jones.
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