Jennifer Carter is a registered investment advisor, based in Plano, TX, with 11 years of industry experience.
Location
7900 Windrose Avenue, Plano, TX, 75024
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Regulatory History
Clean regulatory record
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.
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Jennifer is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is employment-related.
Employment History
Current Registrations
Vanguard Advisers, INC.
August 2022 - Present · 3 yrs 9 mos
Vanguard Marketing Corporation
August 2022 - Present · 3 yrs 9 mos
Vanguard Marketing CorporationBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
E*trade Capital Management, LLC
July 2020 - June 2022 · 1 yr 11 mos
E*trade Securities LLCBroker
July 2020 - June 2022 · 1 yr 11 mos
Fidelity Personal and Workplace Advisors
May 2019 - March 2020 · 10 mos
Fidelity Brokerage Services LLCBroker
May 2019 - February 2020 · 9 mos
Fisher Investments
October 2017 - February 2019 · 1 yr 4 mos
USAA Financial Planning Services
October 2014 - October 2017 · 3 yrs
USAA Financial Advisors, INC.Broker
April 2014 - October 2017 · 3 yrs 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.