JC
JC

Jeffrey Paul Colbath

48 Years of Experience
Broker
Areas of Practice
Investment Management
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
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Location

3060 Peachtree Rd Nw, Suite 1200, Atlanta, GA, 30305

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History

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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Employment History
Current Registrations
Carter, Terry & Company, INC.
January 2020 - Present · 6 yrs 1 mo
Carter, Terry & Company, INC.Broker
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Stephens
January 2012 - January 2020 · 8 yrs
StephensBroker
January 2012 - January 2020 · 8 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - January 2012 · 2 yrs 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2012 · 2 yrs 7 mos
Citigroup Global Markets INC.
March 2003 - June 2009 · 6 yrs 3 mos
Citigroup Global Markets INC.Broker
January 2002 - June 2009 · 7 yrs 5 mos
The Robinson-Humphrey Company, LLCBroker
January 1977 - January 2002 · 25 yrs
State Registrations10 states
CAFLGALANCSCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.