AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JC

Jason W. Carter

ALPHASTAR CAPITAL MANAGEMENT
Daphne, AL 36526
Some features on this profile are disabled
CRD#: 8071597
JC
Jason Wayne CarterALPHASTAR CAPITAL MANAGEMENT

Professional summary

Jason Wayne Carter, who also goes by Jason W Carter, is a registered financial advisor currently at ALPHASTAR CAPITAL MANAGEMENT located in Daphne, Alabama.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jason has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jason W Carter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
• the name of the other business: Alphastar Capital Management- Emerald Coast • whether the business is investment-related : Yes • the address of the other business: 850 S Palafox St. Suite #103 Pensacola, FL 32502 • the nature of the other business: Insurance, family protection • your position: Wealth Advisor • title, or relationship with the other business: Wealth Advisor • the start date of your relationship: 8/29/2026 • the approximate number of hours/month you devote to the other business: 160 hours/month • the number of hours you devote to the other business during securities trading hours: 80 hours/month • and briefly describe your duties relating to the other business: meet with clients, sell insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Wayne Carter's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 30, 2026 - Present

ALPHASTAR CAPITAL MANAGEMENT

Office #1: 2210 W Main Street Unit F, Daphne, AL 36526Office #2: 850 S Palafox St Suite 103, Pensacola, FL 32502
RIA
CRD#: 157423
Daphne, AL
Past

July 29, 2025 - August 26, 2026

EDWARD JONES

RIA
CRD#: 250
Spanish Fort, AL
Past

June 5, 2025 - August 26, 2026

EDWARD JONES

BD
CRD#: 250
Spanish Fort, AL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361

RIA
Registered Investment Advisory firm - (5/18/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alabama
(9/30/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 7/26/2025
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 6/4/2025
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 5/5/2025
Securities Industry Essentials Examination

Current Firm

AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361

RIA
Registered Investment Advisory firm - (5/18/2011 Approved)
Loading...

Contact information

Main Address
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031
Mailing Address
Phone number
(855) 340-2514
Established
Firm type
Fiscal year end
# of Employees
150

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A (3/31/2026)

Regulatory assets under management

Total Number of Accounts15,795
AUM (Assets Under Management)$ 2,496,202,761

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/12/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALPHASTAR CAPITAL MANAGEMENT

CRD#: 157423Daphne, AL 36526

TRUST BUT VERIFY

Monitor Jason Carter

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

FL
Franklin LittleAdvisorCheck Check Mark
NYLIFE SECURITIES LLC
RR
MOBILE, AL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.