MJ
CFP
MJ
CFP

Matthew Jones

19 Years of Experience
Atlanta, GA
BrokerSells Insurance

Matthew Jones is a CFP-designated registered investment advisor, based in Atlanta, GA, with 19 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.

Location

1827 Powers Ferry Rd. Bldg 14, Suite 105, Atlanta, GA, 30339

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History

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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Other Business ActivitiesSells Insurance

Matthew is a partner at Strive Financial Solutions, where he works nearly full-time providing registered representative activities, insurance, and investment advisory services. He is also a member of Building 14 at 1827 LLC, a real estate venture, dedicating minimal time to collecting rents and maintaining the property.

Employment History
Current Registrations
Arkadios Wealth Advisors
June 2023 - Present · 3 yrs 4 mos
Arkadios CapitalBroker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Kestra Advisory Services, LLC
May 2018 - June 2023 · 5 yrs 1 mo
Kestra Investment Services, LLCBroker
May 2018 - June 2023 · 5 yrs 1 mo
Foresters Advisory Services, LLC
September 2012 - May 2018 · 5 yrs 8 mos
Foresters Financial Services, INC.Broker
April 2007 - May 2018 · 11 yrs 1 mo
State Registrations14 states
CODEFLGAHIILLANJNYOHPASCWIWY
AdvisorBrokerBoth

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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