Matthew Adams is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bend, OR, with 30 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
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Assets Under Management
Location
300 SW Columbia Street, Suite 201, Bend, OR, 97702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a financial advisor for Oregon Dental CPAs and owner/director of Jones & Roth, LLC and Jones & Roth Financial Advisors, LLC, spending about a quarter of his time on the latter. He also co-owns a Plato's Closet franchise with his wife, but she operates the store.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Allstate Financial Services, LLCBroker
USA Wealth Management LLC
USA Advanced Planners INC.Broker
Tower Square Securities, INC.Broker
Tower Square Securities, INC.
Capital Resource Management, INC.
Royal Alliance Associates, INC.Broker
First Allied Securities, INC.Broker
Transamerica Financial Resources, INC.Broker
Pruco Securities CorporationBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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