Matthew Ridgway Jones
Investment adviser representative at Legacy Capital Wealth Partners, LLC
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Legacy Capital Wealth Partners, LLCApr 2018 to now
- Legacy Capital Wealth Partners, LLC d/b/a Legacy CapitalMar 2018 to now
- Purshe Kaplan Sterling Investments, Inc.Mar 2018 to now
- Legacy Capital Group Arkansas, LLCSep 1997 to now
- Kestra Financial Services, Inc.Apr 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Legacy Capital Wealth Partners, LLC
$1.5BAssets managed
680Clients
17Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2557927
- Firm CRD
- 291960