Matthew Jones is a CFP-designated registered investment advisor at Edward Jones, based in Ventura, CA, with 26 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
Elizabeth Bard Memorial Bldg, 121 North Fir Street Suite B, Ventura, CA, 93001
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Matthew owns rental real estate in Tampa, Florida since 2022. He spends minimal time on this activity, primarily managing the property manager.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 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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