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Jeffrey Paul Colbath

Carter, Terry & Company, Inc.

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About Jeffrey Paul Colbath

Jeffrey Colbath is a financial advisor who has been in the industry since 1977. Jeffrey Colbath is currently registered with Carter, Terry & Company, Inc. Jeffrey Colbath has previously worked at Stephens, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Jeffrey Colbath offers financial planning, selection of other advisors and portfolio management for individuals. Jeffrey Colbath is registered with the following states: California, Florida, Georgia, Louisiana, North Carolina, South Carolina, Tennessee, Texas, Virginia and Washington.

Firm Information

Jeffrey Colbath 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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Jeffrey Colbath’s Registration & Firm History

GA

01/31/2020 - Present

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

GA

01/13/2012 - 01/08/2020

STEPHENS (ATLANTA GA)

GA

06/01/2009 - 01/19/2012

MORGAN STANLEY SMITH BARNEY (ATLANTA GA)

GA

01/02/2002 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)

GA

01/03/1977 - 01/02/2002

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 05/28/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/1982

Series 3 - National Commodity Futures Examination

BC

Issued 02/15/1982

Series 5 - Interest Rate Options Examination

BC

Issued 05/01/1977

PC - AMEX Put and Call Exam

BC

Issued 12/18/1976

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Paul Colbath.
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