About Jeff Carter
Jeff Carter is the Managing Member and Founder of Smart Portfolio Management, LLC an Investment Advisory Firm Licensed in Arizona.
Jeff has achieved the prestigious professional designations of Registered Financial Consultant (RFC) and Certified Senior Advisor (CSA). These designations are conferred only on those individuals who meet or exceed exacting testing qualification standards. These designations clearly mark Jeff’s long-term commitment to professional and academic achievement. Jeff and his wife Jenny, a registered nurse, live in Phoenix with their two children.
FREE Consultation Offer
The information contained within this website has been provided to assist you in becoming better informed. At this time we know very little about each other and will need to learn more about each other to determine if establishing a relationship would be mutually beneficial. So, please feel free to call on us for your FREE Consultation to determine how we may be of service to you and your family.
Jeff has achieved the prestigious professional designations of Registered Financial Consultant (RFC) and Certified Senior Advisor (CSA). These designations are conferred only on those individuals who meet or exceed exacting testing qualification standards. These designations clearly mark Jeff’s long-term commitment to professional and academic achievement. Jeff and his wife Jenny, a registered nurse, live in Phoenix with their two children.
FREE Consultation Offer
The information contained within this website has been provided to assist you in becoming better informed. At this time we know very little about each other and will need to learn more about each other to determine if establishing a relationship would be mutually beneficial. So, please feel free to call on us for your FREE Consultation to determine how we may be of service to you and your family.
Jeff Carter, RFC, CSA
Managing Member
Managing Member