Matthew Jory
Matthew Jory is a CFP, ChFC-designated registered investment advisor at Sound Income Strategies, LLC, based in Knoxville, TN, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 24,757 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sound Income Strategies (SIS) manages investment portfolios for a fee based on the value of your portfolio. The annual fee can be up to 1.75% of the value of your portfolio. For a limited group of clients with special needs, the fee can be up to 2.0%. The fee is usually billed monthly, but can be negotiated to be billed quarterly. If SIS uses a third-party investment manager for part of your portfolio, you won't pay any extra fees.
Location
9041 Executive Park Drive, Suite 108, Knoxville, TN, 37923
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is involved in several business activities. He sells fixed annuities, fixed insurance, and life insurance through McAdams Group, LLC, dedicating about a quarter of his time to this. He also acquires new clients for investment advisory services through McAdams Group, LLC, taking up the majority of his time, and markets investment advisory and fixed insurance services through Retirement Income Source, LLC. Finally, Matthew owns rental property through Jamsey Living, LLC, which requires minimal time.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.