William Jesse Carter is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with ICONIQ CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ICONIQ CAPITAL, LLC | 2026-07-30 | present | Yes |
| BBR PARTNERS, LLC | 2022-12-05 | 2026-05-27 | — |