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MJ
CFP
MJ
CFP

Matthew Jehn

Royal Oak Financial Group
21 Years of Experience
Worthington, OH
5 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Matthew Jehn is a CFP-designated registered investment advisor at Royal Oak Financial Group, based in Worthington, OH, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 412 clients with $420M in assets under management.

Royal Oak Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
412 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$415.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees range from 0.50% to 2.00% depending on the complexity of the situation and client needs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5858 High Street, Worthington, OH, 43085

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2010
Settled
Employment Separation After Allegations
March 2006
Criminal
February 1990
Final Disposition
Criminal
January 1987
Final Disposition
Criminal
June 1985
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew is the president of Y.O.U. Accounting, an instructor for Rejuvenate Your Retirement, and a tax prep manager for Royal Oak Financial Group. He also works as an insurance advisor for Royal Oak Financial Group full-time and is the vice president of JKF Properties, a real estate company, dedicating minimal time.

Employment History
Current Registrations
Royal Oak Financial Group
February 2013 - Present · 13 yrs 8 mos
Previous Registrations
Capital City Securities, LLCBroker
August 2014 - November 2015 · 1 yr 3 mos
Wrp Investments, INC.Broker
March 2010 - March 2013 · 3 yrs
Wrp Investments, INC.
March 2010 - March 2013 · 3 yrs
H. Beck, INC.
October 2007 - March 2010 · 2 yrs 5 mos
H. Beck, INC.Broker
October 2007 - March 2010 · 2 yrs 5 mos
Wellstone Securities, LLCBroker
March 2006 - October 2007 · 1 yr 7 mos
Park Avenue Securities LLCBroker
February 2005 - March 2006 · 1 yr 1 mo
State Registrations2 states
FLOH
Advisor

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
No exam information available for this advisor.
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