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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Carpenter is a financial advisor with Fidelity Personal And Workplace Advisors, with over 20 years of experience in the financial services industry. Jason is registered to provide investment advice in 52 states and has a wide range of experience working with individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Jason holds a Series 6, 7, 9, 10, 63, and 66 license and has previously worked with TD Ameritrade, Citigroup, PNC Investments, Merrill Lynch, and SunTrust Investment Services.
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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KY
02/04/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
MO
02/19/2020 - 12/21/2021
CITIGROUP GLOBAL MARKETS INC. (O'Fallon MO)
MO
12/11/2017 - 01/10/2020
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
08/22/2016 - 02/14/2018
SCOTTRADE, INC. (ST LOUIS MO)
FL
05/28/2014 - 08/27/2014
REGAL SECURITIES, INC. (CELEBRATION FL)
FL
02/15/2013 - 01/30/2014
PNC INVESTMENTS (ORLANDO FL)
FL
08/30/2010 - 02/14/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CELEBRATION FL)
FL
06/18/2009 - 08/25/2010
SUNTRUST INVESTMENT SERVICES, INC. (LAKELAND FL)
FL
07/19/1999 - 06/03/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CELEBRATION FL)
BOTH
Issued 03/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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