JASON ANDREW CARPENTER is an investment adviser representative (IAR) with state registration records since 2004, appearing at 10 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-02-04 | 2025-03-31 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2020-02-20 | 2021-12-21 | — |
| TD AMERITRADE, INC. | 2018-02-14 | 2019-12-31 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2016-09-08 | 2018-02-14 | — |
| REGAL ADVISORY SERVICES, INC. | 2014-06-30 | 2014-08-27 | — |
| PNC WEALTH MANAGEMENT | 2013-02-15 | 2014-01-30 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2010-09-01 | 2013-02-14 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2009-06-25 | 2010-08-25 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2004-03-26 | 2009-06-03 | — |