Matthew Gundersen is a registered investment advisor at Edward Jones, based in Tempe, AZ, with 23 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
8640 S River Parkway, Tempe, AZ, 85284
Get directionsHistory
Regulatory History (1)
Criminal
November 1988Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Aig Financial Advisors, INC.Broker
Royal Alliance Associates, INC.Broker
Advantage Capital CorporationBroker
Fsc Securities CorporationBroker
Sentra Securities CorporationBroker
Spelman & CO., INC.Broker
Sunamerica Securities, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations51 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
More Advisors
- Nicholas Brock, CFPEdward Jones
- Matthew Boltz, CFA, CFPEdward Jones
- Bart Miller, CFAEdward Jones
- Kevin Woodward, CFP, ChFCEdward Jones
- Jake Faust, CFPEdward Jones
- Julia GunnEdward Jones