Matthew Benjamin Cote
Investment adviser representative at Edward Jones
16 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Edward JonesJan 2024 to now
- Velox Accounting and Financial ServicesJan 2013 to now
- The Prudential Insurance Company of AmericaOct 2023 to Nov 2023
- Pruco Securities LLCMay 2023 to Nov 2023
- SupportninjaJun 2021 to Jan 2022
- Bill.comMay 2019 to Sep 2020
- ConduentMar 2010 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 4178202
- Firm CRD
- 250