Matthew Jehn
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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 399 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Royal Oak Financial Group charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 2.00% of your portfolio. The exact fee is negotiable and depends on the complexity of your financial situation.
Location
5858 High Street, Worthington, OH, 43085
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2010Employment Separation After Allegations
March 2006Criminal
February 1990Criminal
January 1987Criminal
June 1985Other 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
Previous Registrations
Capital City Securities, LLCBroker
Wrp Investments, INC.Broker
Wrp Investments, INC.
H. Beck, INC.
H. Beck, INC.Broker
Wellstone Securities, LLCBroker
Park Avenue Securities LLCBroker
State Registrations2 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.