JC
JC
Jennice Carter is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
3 Edison Drive, Alpharetta, GA, 30005
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Regulatory History (1)
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Financial
January 2021Final
Employment History
Current Registrations
Morgan Stanley
January 2025 - Present · 1 yr 4 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
E*trade Securities LLCBroker
May 2023 - September 2023 · 4 mos
J.P. Morgan Securities LLCBroker
December 2019 - December 2020 · 1 yr
J.P. Morgan Securities LLC
December 2019 - December 2020 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2015 - June 2018 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2014 - June 2018 · 4 yrs 5 mos
Meyers Associates, L.P.Broker
April 2013 - October 2013 · 6 mos
John Thomas FinancialBroker
August 2011 - December 2012 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.