UBS Financial Services
47yrs
Top 1% by experience in Atlanta
1yr
Jerel Carter
Financial advisor at J.P. Morgan Securities
Jerel Carter has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Atlanta, Georgia. Jerel joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office3424 Peachtree Road NE, 11th Floor, Atlanta, GA 30326
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Jerel
Local office(404) 926-2582Ask for Jerel. (800) 999-2000Main office · New York, NY 3424 Peachtree Road NE, 11th FloorAtlanta, GA 30326Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jerel
Tailored to Jerel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jerel
How do I contact Jerel?
Call Jerel’s local office at (404) 926-2582 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Jerel Carter.
How long has Jerel been a financial advisor?
Jerel has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Jerel hold?
Series 66. Tap any license on this page to see what it allows.
Is Jerel a fiduciary?
Jerel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerel paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jerel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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