Jeffrey J. Carter Joins B. Riley Wealth Management Division in Los Angeles
(LOS ANGELES / September 8, 2023] - B. Riley Wealth is pleased to welcome experienced financial advisor, Jeffrey J. Carter, as Vice President, Investments, in the firm's Los Angeles, CA office. Carter has 25 years of financial services experience and holds several investment industry designations, including Accredited Asset Management Specialist (AAMS®), Accredited Wealth Management Advisor (AWMA®) and Chartered Retirement Planning Counselor (CRPC®). He was previously a Private Client Manager with Merrill Lynch for seven years.
"We're excited that Jeff has chosen to join the B. Riley Wealth team in Los Angeles," said Chuck Hastings, Chairman of B. Riley Wealth. "His background as a financial advisor, business owner and financial analyst, will position him to fully leverage B. Riley's expansive capabilities platform to meet the varied needs of both individual and corporate clients. Advisors who, like Jeff, seek access to an array of uniquely diverse proprietary services should explore the exceptional resources B. Riley can offer."
Through an established and disciplined process, Carter provides customized financial planning advice to help clients properly prioritize their financial goals, navigate through their professional careers, and eventually transition to income solutions during retirement.
"After being introduced to B. Riley, I was impressed by the firm's focus on building deep resources and expertise across a wide range of financial solutions in order to serve client needs," said Carter. "I'm passionate about developing longstanding client relationships that extend throughout one's financial life, and I'm confident that B. Riley Wealth can provide all of the resources I need to do so."
Carter holds three Bachelor of Science degrees in accounting, finance, and management from California Polytechnic State University. A California native, raised in the East Bay area, Carter now resides in Westlake Village with his wife and two children.
Jeff Carter may be reached at jcarter@brileywealth.com or (310) 750-9572. He is based in the B. Riley headquarters at 11100 Santa Monica Boulevard, Suite 800, and is available to meet with clients at the firm's Westlake Village office at 30870 Russell Ranch Rd., Suite 250, by appointment.
B. Riley Wealth includes approximately 400 experienced financial advisors and registered representatives serving customers nationwide. The firm offers comprehensive consultative financial planning services and solutions spanning securities brokerage, investment management, insurance products, and tax planning and preparation services. Representatives leverage the diverse resources and expertise offered by other B. Riley companies to meet their clients' unique financial needs. Services offered by B. Riley affiliates include investment banking, capital markets solutions, equity research, real estate advisory, forensic accounting, litigation support, appraisal, and valuation services. B. Riley Wealth had more than $24 billion in assets under management as of June 2023.
About
B. Riley Wealth
With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Securities and variable insurance products are offered through B. Riley Wealth Management; fee-based asset management and advisory services are offered through B. Riley Wealth Advisors; insurance products, including fixed annuities (but not variable products) are offered through B. Riley Wealth Insurance Corporation; and tax preparation and accounting services are offered through B. Riley Wealth Tax Services. For more information, visit https://brileywealth.com and follow @BRileyWealth on Twitter.
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Riley Wealth is a subsidiary of B. Riley Financial (Nasdaq: RILY). B. Riley
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