Jeffrey Carter

Jeffrey Carter serves as Vice President, Investments at B. Riley Wealth Management in Los Angeles, bringing 25 years of financial services experience to the firm. In his current role, he delivers customized financial planning strategies to individual and corporate clients, focusing on retirement income solutions and wealth management across a wide range of asset classes including equities, fixed income, and alternative investments. Carter leverages B. Riley’s diverse platform to offer integrated investment management, securities brokerage, insurance, and tax planning services tailored to client needs.

Before joining B. Riley Wealth Management in 2023, Carter was a Senior Financial Advisor at Merrill Lynch Wealth Management for seven years, and held the Vice President, Investments position at J.P. Morgan Asset Management for nearly five years. His career background includes roles as a financial advisor, business owner, and financial analyst, demonstrating rigorous expertise in delivering consultative wealth solutions to high-net-worth individuals and business clients.

Carter holds three Bachelor of Science degrees in accounting, finance, and management from California Polytechnic State University. He is also credentialed as an Accredited Asset Management Specialist (AAMS®), Accredited Wealth Management Advisor (AWMA®), and Chartered Retirement Planning Counselor (CRPC®). Known for his disciplined approach to client relationship management, Carter’s notable contributions center on holistic financial planning, prioritizing long-term client goals and integrating diverse investment offerings for individualized financial success.