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Matthew Jensen

Edward Jones
13 Years of Experience
Tacoma, WA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Matthew Jensen is a registered investment advisor at Edward Jones, based in Tacoma, WA, with 13 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.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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

Location

5020 Main St Suite D, Tacoma, WA, 98407-3148

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History

Regulatory History (1)
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Criminal
February 2006
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Matthew owns and maintains two rental properties, one in Tacoma, WA (since 2022) and another in Memphis, TN (since 2018). He spends minimal time on these activities.

Employment History
Current Registrations
Edward Jones
August 2018 - Present · 8 yrs 2 mos
Edward JonesBroker
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2017 - August 2018 · 11 mos
J.P. Morgan Securities LLCBroker
June 2013 - August 2018 · 5 yrs 2 mos
State Registrations23 states
AKAZCACODCFLGAILINLAMNMOMTNENHNMNVORSCTXVAWAWI
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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