Matthew Jefferson Carter
Investment adviser representative at Ironwood Investment Counsel, LLC
21 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$1.8BFirm assets
Are you Matthew Jefferson Carter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Ironwood Investment Counsel, LLCMay 2005 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Ironwood Investment Counsel, LLC
$1.8BAssets managed
554Clients
13Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4541900
- Firm CRD
- 110623