Jeffrey Carter
Investment adviser representative at Hornor, Townsend & Kent, LLC
11 yearsExperience
2 statesRegistered in
$9BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Hornor, Townsend & Kent, LLCSep 2025 to now
- West USA RealtyMay 2024 to now
- Growthday IncJan 2024 to May 2025
- Mld Mortgage Inc dba the Money StoreJul 2022 to Dec 2023
- Celebrity Home Loans dba Neo Home LoansFeb 2021 to Jul 2022
- LoandepotAug 2019 to Jan 2021
- Caliber Home LoansJun 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Hornor, Townsend & Kent, LLC
$9BAssets managed
28,369Clients
466Advisers
27 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
- 8119964
- Firm CRD
- 4031