Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamar? Claim Your ProfileJamar Roger Carr is an investment advisor representative at Fidelity Personal and Workplace Advisors, a firm with over 1,000 employees. Jamar has been in the industry for over 8 years, and has worked with clients in a variety of roles, including at J.P. Morgan Securities LLC, Oppenheimer & Co. Inc., and New York Life Securities LLC. Jamar's focus is on providing investment advice and financial planning to individuals and families. He holds several professional designations, including Chartered Financial Consultant, and has passed a variety of industry exams. Jamar also owns JC Investments & Associates LLC, a real estate investment company.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
05/15/2024 - Present
Fidelity Personal AND Workplace Advisors (PRINCETON NJ)
NY
04/30/2020 - 05/07/2024
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
08/29/2018 - 04/28/2020
J.P. MORGAN SECURITIES LLC (Brooklyn NY)
NY
04/20/2016 - 07/27/2018
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
05/26/2015 - 04/13/2016
NYLIFE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 11/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 04/20/2019
Series 4 - Registered Options Principal Examination
BC
Issued 11/14/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/15/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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