Jonathan Carter, Senior Product Leader - Managed Investments at Edward Jones

Jonathan Carter

Senior Product Leader - Managed Investments at Edward Jones | Greater Phoenix Area, United States

Profile last verified June 2026
Capital Markets Verified Profile Greater Phoenix Area, United States
Verified

Work Email

***@schwab.com

Last verified July 2026

Personal Email

***@gmail.com

Personal • High Confidence

Phone Number

256*****

United States • Mobile

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Jonathan Carter Socials
Jonathan Carter Work Experience

Senior Product Leader - Managed Investments at Edward Jones in June 2022 - Present

Team Leader/SR PM - Edward Jones Trust Company at Edward Jones in January 2019 - June 2022

Portfolio Manager at Edward Jones in September 2015 - January 2019

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Team Leader - Taxable Fixed Income at Edward Jones in January 2011 - September 2015

Municipal Bond Trader/Team Leader at Edward Jones in May 2008 - January 2011

Equity Trader at Edward Jones in January 2006 - May 2008

Jonathan Carter Skills
Business Development Client Presentation Working with Investors Microsoft Office Microsoft Excel Strategic Planning Bonds Equities Fixed Income Series 7 Investments Trading Securities Series 63 Portfolio Management Financial Markets Mutual Funds Finance Asset Management Leadership Asset Allocation Financial Services Capital Markets
About Jonathan Carter’s Current Company
Edward Jones

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

Discover more about Edward Jones
Jonathan Carter’s Colleagues
Joseph Quig

Joseph Quig

Hockessin, Delaware, United States

Financial Advisor, Former Regional Leader - Principal

Financial Advisor at Edward Jones
(March 1996 – Present)

Mike Runyon

Mike Runyon

United States

Manager, Enterprise Operational Risk Management at Charles Schwab

Manager, Enterprise Operational Risk Management at Charles Schwab
(December 2024 – Present)

Emily Cleary

Emily Cleary

Miami, Florida, United States

UX Research & Strategy │ UX Educator │ Musician

Founder at Cleary Co.
(January 2019 – Present)

Steven Thibodeaux

Steven Thibodeaux

Greater Houston

Branch Development | Experienced Financial Advisor Talent Acquisition | [email protected]

VP, Staffing Consultant at Bank of America Merrill Lynch
(May 2010 – Present)

Brian Mcafee

Brian Mcafee

Troy, Missouri, United States

Financial Planning Capabilities at Edward Jones

Financial Planning Capabilities Leader at Edward Jones
(December 2022 – Present)

Katie Newgard

Katie Newgard

Greater Minneapolis-St. Paul Area

Financial Advisor

Financial Advisor at Edward Jones
(October 2023 – Present)

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Frequently asked questions about Jonathan Carter

What is Jonathan Carter email address?

Email Jonathan Carter at [email protected] and [email protected]. This email is the most updated Jonathan Carter's email found in 2026.

How to contact Jonathan Carter?

To contact Jonathan Carter send an email to [email protected] or [email protected].

What company does Jonathan Carter work for?

Jonathan Carter works for Edward Jones.

What is Jonathan Carter's role at Edward Jones?

Jonathan Carter is Senior Product Leader - Managed Investments

What industry does Jonathan Carter work in?

Jonathan Carter works in the Capital Markets industry.

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