Eric Jones is a registered investment advisor at Carter, Terry & Company, INC., based in Atlanta, GA, with 44 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 168 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.80% |
| $5M+ | 1.50% |
All fees are negotiable at the firm's sole discretion.
Fee Estimator
Location
3340 Peachtree Road Suite 1400, Atlanta, GA, 30326
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Carter, Terry & Company, INC.
Carter, Terry & Company, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
First Jersey Securities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Matthew SmithCarter, Terry & Company, INC.
- Brian AdamsCarter, Terry & Company, INC.
- Joann Penovi, CFPCarter, Terry & Company, INC.
- James DiffleyCarter, Terry & Company, INC.
- Timothy TerryCarter, Terry & Company, INC.
- Jeffry HaspelCarter, Terry & Company, INC.