Whitney Hyer
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Expertise
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
Work history
Edward Jones
2023 - Present (3 years)
Edward Jones
2022 - 2023 (1 year)
LeBaron Carroll Insurance
2022 - 2022 (1 year)
Self-employed
2019 - 2023 (4 years)
Advantage Mortgage Home Loans
2019 - 2022 (3 years)
Self-employed
2015 - 2022 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Daryl A
CFP®, Series 63, Series 66
Providence, UT
Edward Jones
Carter F
Series 66
Logan, UT
Fidelity
Carter Federico is a Financial Consultant I at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on understanding clients' goals and financial visions to provide personalized financial planning and portfolio analysis. He works to identify opportunities and strategies that align with clients' objectives and supports the implementation of tailored investment strategies. Carter holds insurance licenses for Arkansas and California, which support his ability to offer comprehensive financial advice in these jurisdictions. His approach centers on careful analysis and personalized guidance to help clients navigate their financial futures. Outside of his professional activities, Carter enjoys boating, camping, fishing, golf, skiing, and parenthood.
Ted K
Series 63, Series 66
Smithfield, UT
Edward Jones
Ryker W
CFP®, Series 66
Logan, UT
Edward Jones
Tron A
CFP®, Series 66
Logan, UT
Edward Jones
Jeffrey O
CFP®, ChFC®, Series 66
Logan, UT
Edward Jones
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