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Jan Robert Carr

Investment Adviser Representative at LPL Financial LLC

Fort Washington, PACRD #1180822Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
42 yrs
Exams Passed
9

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jan Robert Carr is an investment adviser representative with LPL Financial LLC in Fort Washington, PA, where they have been registered since 2023. They have worked in the securities industry since 1984 and have been registered with 3 firms, including 1914 Advisors and Uvest Financial Services Group, Inc. They have passed 9 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania
Broker:
26 states and territories

Alaska, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Hawaii, Idaho, Illinois, Indiana, Maryland, Massachusetts, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/6/1983
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 15
Foreign Currency Options Examination
Passed 6/26/1984
Series 7
General Securities Representative Examination
Passed 11/19/1983
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 5/22/2006
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 6/10/1993
Series 4
Registered Options Principal Examination
Passed 8/5/1986

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LPL Financial LLCCurrent
2/1/2023 – Fort Washington, PA
LPL Financial LLCCurrent
2/1/2023 – Fort Washington, PA
1914 Advisors
10/31/2008 – 2/6/2023Berwyn, PA
Uvest Financial Services Group, Inc.
9/15/2006 – 11/3/2008Wayne, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Boenning & Scattergood
    Oct 2008 – Feb 2023Berwyn, PA
  2. LPL Financial, LLC
    Feb 2023 – no end date reportedBerwyn, PA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About LPL Financial LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
24,114
Offices listed on AdvisorFinder:
25
Main office:
Fort Mill, SC
SEC file number:
801-10970

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at LPL Financial LLC

Showing 12 of 24,114 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jan Robert Carr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jan Robert Carr (LPL Financial) - Fees & Credentials