John Carter

Company: Edward Jones

Position: Senior Product Leader Managed Investments

John joined the Managed Investments team in 2022 to lead the product management and strategy of the firm’s investment, education, and gifting vehicles. He works closely with partners in the Mutual Fund, ETF, Alternative, 529, UIT, and the Donor Advised Fund business.    John joined Edward Jones in 2006 in the Trading area where he was a team leader in taxable and tax-free fixed income. He later moved to the Portfolio Construction Team in Advice and Guidance where he contributed to the management of multiple advisory fund models and the Bridge Builder mutual funds. John joined the Trust Company as a leader in 2019, and helped drive several core and strategic initiatives  while also leading a team of portfolio managers.    John and his wife, Ali, live near the Edward Jones campus in Tempe with their three children, Mackenzie, Lane, and Tenley. In addition to being an ASU graduate, John holds his Series 7, 66, 24, 55 and is an active CFA Charterholder.    He is a past CFA Institute volunteer, serving as a President Council Representative for the Western U.S. and Past President of the CFA Society of Phoenix. John serves on the Institute of Portfolio Alternatives Board of Directors and multiple other industry trade organizations.