Carleton Wesley McDonald is an investment adviser representative (IAR) with state registration records since 2011, appearing at 3 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2023-11-16 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2012-06-19 | 2023-10-25 | — |
| CHARLES SCHWAB & CO., INC. | 2011-07-20 | 2012-06-19 | — |