TrueAdvisor
TrueAdvisor
MV
MV

Matthew Roger Vallejo

Newfront Retirement Services, INC.
11 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Newfront Retirement Services, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
63 clients
Average Client Portfolio
$10.3M average
Assets Under Management
$649.3M

Fee Structure

Financial Planning:Investment management only

Location

South Jordan, UT

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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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Employment History
Current Registrations
Newfront Retirement Services, INC.
February 2025 - Present · 1 yr
Previous Registrations
Fidelity Brokerage Services LLCBroker
September 2018 - January 2025 · 6 yrs 4 mos
Vanguard Marketing CorporationBroker
August 2014 - August 2018 · 4 yrs
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.