Jay W. Carter

President & Chief Executive Officer at SA Stone Wealth Management, Inc.

Jay W. Carter

Jay W. Carter

President & Chief Executive Officer at SA Stone Wealth Management, Inc.

Biography

Jay Carter joined Sterne Agee Financial Services in 1998 and currently serves as President and CEO of Sterne Agee Financial Services (SAFS). He is responsible for the daily operations of SAFS, which is an introducing broker/dealer with more than 100 independent Registered Representatives in over 35 states. Mr. Carter has more than 14 years of experience in the investment industry, having started his financial career as a Registered Representative for a national financial planning firm in 1993. Prior to joining Sterne Agee, he served as Vice President of Business Development for a national brokerage firm that focuses 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 in 1991.

Overview
Career Highlights

SA Stone Wealth Management, Inc.

RelSci Relationships

27

Number of Boards

2

Relationships
RelSci Relationships are individuals Jay W. Carter likely has professional access to. A relationship does not necessarily indicate a personal connection.

Former Chairman & Chief Executive Officer at Sterne, Agee & Leach, Inc.

Relationship likelihood: Strong

Former Director at Sterne Agee Asset Management, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer at Sterne Agee Investment Advisors, Inc.

Relationship likelihood: Strong

Managing Director, Southeast Region at Stifel Financial Corp.

Relationship likelihood: Strong

Former Director at Sterne Agee Asset Management, Inc.

Relationship likelihood: Average

Head, Fixed Income Capital Markets at Stifel Financial Corp.

Relationship likelihood: Average

Senior Vice President/Investments at Stifel Financial Corp.

Relationship likelihood: Average

Former Vice Chairman of the Board Sterne Agee Clearing at Sterne Agee LLC

Relationship likelihood: Average

Branch Manager at Stifel Financial Corp.

Relationship likelihood: Average

President & Director at American Heritage Mortgage Corp.

Relationship likelihood: Average

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Jay W. Carter
President & Chief Executive Officer at SA Stone Wealth Management, Inc.
Career History
President & Chief Executive Officer
1998 - Current

SA Stone Wealth Management, Inc., a subsidiary of INTL FCStone, Inc., is a company headquartered in Birmingham, AL. The firm provides financial services.

President & Chief Executive Officer Sterne Agee Financial Services
Prior

Sterne Agee LLC operates investment banks. The company was founded in 1901 and headquartered in Birmingham, AL.

Boards & Committees
Director
2008 - Prior

Sterne Agee Asset Management's (SAAM) offers advisory services across a broad range of strategies and investment types and does not primarily recommend any particular type of security to their clients.SAAM serves as the portfolio manager for Sterne Select Funds, which is a discretionary investment platform that primarily utilizes mutual funds and ETFs to construct a variety of diversified portfolios designed to meet various client objectives. Although portfolios vary by objective, they typically provide exposure to fixed income as well as equity across a range of capitalizations and styles. Allocations can also include exposure to other asset classes such as real estate and typically provide exposure to domestic as well as international markets.Sterne Select Managers is a discretionary investment platform that utilizes third-party managers and/or portfolio models provided by third-party managers to manage client assets. Third-party managers and Portfolio Model Providers may be used individually or in combination with other third-party managers, mutual funds and/or ETFs to build portfolios designed to meet client objectives. Third-party managers and Portfolio Model Providers can be used to provide exposure to a variety of asset classes and styles including taxable and tax-free fixed income, domestic equity across styles and capitalizations, and international equity. If a client selects a Portfolio Model Provider, that Portfolio Model Provider will continuously provide its investment recommendations to SAAM. However, SAAM retains investment discretion and will ultimately decide whether or not to accept a Portfolio Model Provider's investment recommendations.Sterne Select APM is a discretionary investment platform that provides flexibility to enable advisors to develop portfolio solutions that meet their clients' objectives. APM portfolios under the oversight of SAAM can include individual securities such as stocks and bonds, as well as mutual funds and ETFs.Sterne Select Advisors is a non-discretionary investment platform through which clients are provided continuous and on-going investment advice by the client's investment advisor.

Director
Prior

Sterne Agee LLC operates investment banks. The company was founded in 1901 and headquartered in Birmingham, AL.

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