Wealth Management Advisor
Jermaine Carter's practice stewards professional advisors and client families’ understanding of wealth preservation and its impact and challenges on future generations, and the communities around them.
Following his passion to assist families and business owners in stewarding wealth prudently, Jermaine joined WestPac with the mission of helping retail investors navigate through the world of investing providing proactive intermediary advisory services, assisting clients, trustees, beneficiaries, and professional advisors in the evaluation and implementation of financial strategies tailored to the specific needs of each and every client independently. Our Mission is to provide excellence in service and innovative financial product design to help our clients reach their objectives in the accumulation, maximization, protection, and enjoyment of wealth by advocating for them to make informed financial decisions which reflect their value system, love of family, and commitment to community.
This work is completed at the highest standard of care within the industry with the goal of becoming an indispensable resource for clients in the practice of wealth management.
"The only interest to be considered is the interest of the client." -Jermaine Carter
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0H30773 | 2019-85277 Exp. 8/21 | Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.