Jay Matthews is a CFP, ChFC-designated registered investment advisor, based in Grand Forks, ND, with 29 years of industry experience.
Location
3001B 32nd Avenue South, Suite 3, Grand Forks, ND, 58201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay owns Jay C. Matthews Insurance & Investments, spending minimal time selling fixed life and annuity insurance products. He also owns Capital Resource Management, dedicating about a third of his time to offering insurance and investment products, as well as financial planning services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Associated Financial Services, INC.Broker
State Registrations18 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.