Jonathan Blackwell has been an investment adviser representative at Carolina Wealth Management since January 2015, and is not listed among the firm’s executive officers or direct owners.
Carolina Wealth Management, Inc. is a Greenville, NC firm with $798M under management, 646 clients and 8 advisers across 2 offices, as of its April 2026 filing.
Jonathan Blackwell’s longest registration is the current one, 11 years at Carolina Wealth Management since 2015. Before joining Carolina Wealth Management in 2015, Jonathan Blackwell was registered through FSC Securities Corporation and Uvest Financial Services Group, Inc.
- – present · 11 yearsGreenville, NC · Adviser representative · Firm CRD 131393
- FSC Securities Corporation– · 2 yearsRaleigh, NC · Adviser representative · Firm CRD 7461
- Uvest Financial Services Group, Inc.– · 2 yearsCharlotte, NC · Adviser representative · Firm CRD 13787
Investment adviser representative registrations
Jonathan Blackwell is registered as an investment adviser representative in North Carolina, since January 2015.
- North CarolinaSince 7 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 26 March 2012 |
| Series 66 | Uniform Combined State Law Examination | 19 March 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 December 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 December 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan Craig Blackwell
- CRD
- 5023105
- Firm
- Carolina Wealth Management · CRD 131393
- Office
- 1706-A EAST ARLINGTON BLVD., Greenville, NC 27858
- Registration
- Investment adviser registration
- In the industry since
- January 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Blackwell work?
Jonathan Blackwell is an investment adviser representative registered through Carolina Wealth Management, Inc. since January 2015, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Blackwell a financial advisor?
Yes. Jonathan Blackwell has a current investment-adviser registration in North Carolina, through Carolina Wealth Management since January 2015.
How many years of experience does Jonathan Blackwell have?
Jonathan Blackwell has 16 years in the financial industry, since January 2010, across 3 adviser firms.
What exams has Jonathan Blackwell passed?
Jonathan Blackwell has passed 4 licensing exams: the Series 63, Series 6, Series 66 and Series 7. The earliest, the Series 63, was passed in December 2005. FINRA credited Jonathan Blackwell with the SIE, which began in October 2018.
Where did Jonathan Blackwell work before Carolina Wealth Management?
Before Carolina Wealth Management, Jonathan Blackwell was registered through FSC Securities Corporation, March 2012 to December 2014; Uvest Financial Services Group, Inc., September 2005 to November 2007.
Where is Jonathan Blackwell based?
Jonathan Blackwell’s registered office is in Greenville, NC.
Is Jonathan Blackwell registered with FINRA?
No. Jonathan Blackwell has no current broker registration.
How can I verify Jonathan Blackwell’s record?
Search CRD 5023105 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Blackwell’s full registration record.
