Matthew Dolan is a registered investment advisor, based in Boulder, CO, with 20 years of industry experience.
Location
5305 Spine Road, Suite C, Boulder, CO, 80301
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Regulatory History
Clean regulatory record
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.
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Matthew is the owner and president of MJD Financial Services, LLC, a support company. He dedicates a few hours per week to this business, both during and outside of trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2021 - Present · 5 yrs 2 mos
Raymond James Financial Services Advisors, INC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Edward Jones
February 2007 - March 2021 · 14 yrs 1 mo
Edward JonesBroker
March 2006 - March 2021 · 15 yrs
State Registrations22 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.