# JASON ANDREW CARPENTER

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.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2022-02-04 | 2025-03-31 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2020-02-20 | 2021-12-21 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2018-02-14 | 2019-12-31 | — |
| [SCOTTRADE INVESTMENT MANAGEMENT](https://search.stillhousedata.com/firm/169988) | 2016-09-08 | 2018-02-14 | — |
| [REGAL ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/123842) | 2014-06-30 | 2014-08-27 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2013-02-15 | 2014-01-30 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2010-09-01 | 2013-02-14 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2009-06-25 | 2010-08-25 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2004-03-26 | 2009-06-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3241179)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3241179.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.