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JH
JH

Jeffry Joseph Haspel

Carter, Terry & Company, INC.
36 Years of Experience
2 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Carter, Terry & Company, INC.
Compensation
Fee-Only (AUM)
Firm Size
17 advisors
Number of Clients
185 clients
Average Client Portfolio
$602K average
Assets Under Management
$111.3M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.00%
$100K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M1.75%
$5M+1.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

3060 Peachtree Road Suite 1200, Atlanta, GA, 30305

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2001
Closed-No Action
Employment Separation After Allegations
January 2001
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffry is a part-time musician in a band, dedicating about 10-20% of his time to this activity. This activity is not investment-related.

Employment History
Current Registrations
Carter, Terry & Company, INC.
June 2017 - Present · 8 yrs 8 mos
Carter, Terry & Company, INC.
May 2017 - Present · 8 yrs 9 mos
Carter, Terry & Company, INC.Broker
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Wilbanks Securities Advisory
May 2004 - June 2017 · 13 yrs 1 mo
Wilbanks Securities, INC.Broker
March 2003 - June 2017 · 14 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
February 2001 - September 2002 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1998 - February 2001 · 2 yrs 7 mos
Dean Witter Reynolds INC.Broker
March 1989 - August 1998 · 9 yrs 5 mos
State Registrations23 states
AZCACOFLGAIDINKSLAMNMONJNMNVNYOKORSCSDTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.