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Jeffry Joseph Haspel

Carter, Terry & Company, Inc.

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About Jeffry Joseph Haspel

Jeffry Joseph Haspel is a financial advisor with Carter, Terry & Company, Inc. Jeffry has been in the financial services industry since 1989 and has a wide range of experience. Jeffry is a registered representative in multiple states, including Georgia, Colorado, Texas, and Virginia. Jeffry is also a registered investment advisor in Colorado, Georgia, Texas, and Virginia. Jeffry specializes in providing financial planning services, portfolio management, and educational seminars. Jeffry has previously worked at Wilbanks Securities, Inc. and A.G. Edwards & Sons, Inc. Jeffry also has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Dean Witter Reynolds Inc.

Firm Information

Jeffry Haspel 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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Jeffry Haspel’s Registration & Firm History

GA

02/06/2018 - Present

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

CO

03/26/2003 - 06/12/2017

WILBANKS SECURITIES, INC. (DURANGO CO)

MO

02/08/2001 - 09/20/2002

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

07/30/1998 - 02/15/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

03/21/1989 - 08/05/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 09/30/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jeffry Joseph Haspel. Review regulatory record here.
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