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Jonathan N Carter

City National Rochdale

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About Jonathan N Carter

Jonathan Carter is a registered investment advisor representative with City National Rochdale. Jonathan has been in the industry since 2011 and is licensed in New York and Pennsylvania. Jonathan has Series 66, Series 24, Series 7 and SIE licenses. Jonathan has experience in portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Jonathan has worked for Park Avenue Securities LLC and Edward Jones in the past.

Firm Information

Jonathan Carter is currently registered with City National Rochdale. City National Rochdale is an investment advisor with over $50 billion in assets under management. They offer a variety of services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide selection of other advisors and have a wrap fee program. They are registered with the SEC and have offices in New York, NY.
City National Rochdale

400 PARK AVENUE

NEW YORK, NY 10022

$68.18B

Assets Under Management

Not reported

Total Clients

113

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Carter’s Registration & Firm History

NY

05/10/2022 - Present

City National Rochdale (NEW YORK NY)

NY

08/01/2011 - 04/15/2022

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NJ

11/19/2010 - 05/06/2011

EDWARD JONES (MADISON NJ)

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Licenses & Designations

BOTH

Issued 12/03/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan N Carter.
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