Jay W. Carter

Chief Executive Officer

Jay Carter serves as President and CEO of StoneX Wealth Management and joined the firm in 1998 (under Sterne Agee). He began his career as a Registered Representative for a national financial planning firm in 1993. Prior to joining StoneX Wealth, he served as Vice President of Business Development for a national brokerage firm that focused on investment programs in financial institutions. He also served four years in the U. S. Army as a Russian Linguist. Mr. Carter earned a BA with a double major in Managerial Finance and Banking and Finance from the University of Mississippi, graduating cum laude.

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Experience

With a legacy spanning 100 years, StoneX offers financial services and cutting-edge tools designed to build and safeguard your wealth and ensure your financial well-being.
Commitment

Our mission is to provide you with world-class independent wealth management products and services that help grow your business in a way that is best for you and your clients.
Expertise

Whether you’re planning, navigating complex financial decisions, or simply seeking peace of mind, we’re here to provide you with seasoned guidance and personalized solutions.
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Birmingham Office
2 Perimeter Park South, Suite 500W
+1 (800) 240-1438
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The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. Trust Advisory Group, Ltd. is a wholly owned subsidiary of StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients them with institutional-grade market access, end-to-end clearing and execution, and high-touch expertise.

You can learn more about the background of StoneX Securities Inc. on Broker Check.

All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing. StoneX Wealth Management does not provide tax advice.