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MJ
MJ

Matthew John Jerabeck

Dorsey, Wright & Associates, LLC
9 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Dorsey, Wright & Associates, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
815 clients
Average Client Portfolio
$927K average
Assets Under Management
$755.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Minimum Annual Fee:$1,250

Location

3300 W Leigh Street, Richmond, VA, 23230

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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
Dorsey, Wright & Associates, LLC
May 2021 - Present · 4 yrs 9 mos
Nasdaq Capital Markets Advisory LLC
April 2021 - Present · 4 yrs 10 mos
Nasdaq Capital Markets Advisory LLCBroker
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Nasdaq Execution Services, LLCBroker
October 2020 - December 2021 · 1 yr 2 mos
Morgan StanleyBroker
January 2019 - January 2020 · 1 yr
Nylife Securities LLCBroker
February 2016 - December 2018 · 2 yrs 10 mos
Global Arena Capital CORPBroker
June 2015 - June 2015 · 0 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.