Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Robert Carter is a financial advisor with Wilson-Davis & CO., Inc. Jason has been in the financial services industry for over 18 years, beginning his career with Cambria Capital, LLC in 2006. Jason is licensed in 24 states.
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.
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.
1
2
UT
02/18/2015 - Present
Wilson-Davis & CO., Inc. (SALT LAKE CITY UT)
UT
04/17/2013 - 12/08/2014
CAMBRIA CAPITAL, LLC (SALT LAKE CITY UT)
UT
03/27/2006 - 06/23/2011
CAMBRIA CAPITAL, LLC (SALT LAKE CITY UT)
UT
07/24/2003 - 03/24/2006
ALPINE SECURITIES CORPORATION (SALT LAKE CITY UT)
BOTH
Issued 04/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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