Investment adviser representative · Carsonallaria Wealth Management, Ltd.
Jeffrey R. Waters
CRD 6606101 · Glen Carbon, IL
At a glance
Jeffrey R. Waters is an investment adviser representative with Carsonallaria Wealth Management, Ltd. in Glen Carbon, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2020, about 6 years ago.
Current advisory firm
- Carsonallaria Wealth Management, Ltd.Since November 2021Glen Carbon, IL · $792M in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Carsonallaria Wealth Management, Ltd.
- Joseph M. AllariaGlen Carbon · Certified Financial Planner
- Mark V. AllariaGlen Carbon · Certified Financial Planner
- Scott D. CarsonGlen Carbon
- Tyler HastyGlen Carbon
- Michael R. WiednerGlen Carbon · Certified Financial Planner
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