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Jason William Carter

Wealth Advisor/Partner And Chief Compliance OfficerVeratis Advisors, Inc.CRD 5619691

About Jason William Carter

Jason William Carter is listed as Wealth Advisor/Partner And Chief Compliance Officer at Veratis Advisors, Inc. in Cary, NC. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Veratis Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason William Carter work?

Jason William Carter is listed as Wealth Advisor/Partner And Chief Compliance Officer at Veratis Advisors, Inc. on SEC Form ADV.

How much of Veratis Advisors, Inc. does Jason William Carter own?

Form ADV reports a beneficial ownership band of 10-25%.

Veratis Advisors, Inc.

TitleWealth Advisor/Partner And Chief Compliance Officer
Ownership10-25%
Control personYes
Since2019
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