Carter Spearry (CRD# 7123145) is an Investment Advisor Representative working at Edward Jones in Pompton Plains, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jun 2023 - Current | < 1 |
| Randstad Sourceright | Atlanta, GA | Feb 2022 - May 2023 | 1 |
| Nrichd Consulting, LLC | Rocky River, OH | Nov 2020 - May 2023 | 2 |
| Saint Ignatius High School | Cleveland, OH | Aug 2021 - Feb 2022 | < 1 |
| Burntwood Tavern | North Olmsted, OH | Jun 2021 - Aug 2021 | < 1 |
| Minute Men Select Inc. | Cleveland, OH | Jun 2021 - Aug 2021 | < 1 |
| Nissan North Olmsted | North Olmsted, OH | Jun 2020 - Feb 2021 | < 1 |
| Unemployed | Chestnut Hill, MA | Aug 2019 - May 2020 | < 1 |
| Merrill Lynch | Cleveland, OH | May 2019 - Aug 2019 | < 1 |
| Nissan North Olmsted | North Olmsted, OH | May 2019 - Aug 2019 | < 1 |
| Unemployed | Chestnut Hill, MA | Aug 2018 - May 2019 | < 1 |
| Nissan North Olmsted | North Olmsted, OH | May 2018 - Aug 2018 | < 1 |
| Unemployed | Chestnut Hill, MA | Jan 2018 - May 2018 | < 1 |
| Unemployed | Oxford, OH | Aug 2017 - Dec 2017 | < 1 |
| Nissan North Olmsted | North Olmsted, OH | May 2017 - Aug 2017 | < 1 |
| Unemployed | Oxford, OH | Aug 2016 - May 2017 | < 1 |
| Nissan North Olmsted | North Olmsted, OH | Jun 2016 - Aug 2016 | < 1 |
| Unemployed | Cleveland, OH | Jan 2015 - May 2016 | 1 |
| Cleveland Browns | Berea, OH | Jun 2014 - Dec 2014 | < 1 |
| Unemployed | Cleveland, OH | Jun 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- NJ
-
Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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