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Matthew Thomas Jackson

Investment adviser representative at Royal Fund Management, LLC
22 yearsExperience
2 statesRegistered in
$1.6BFirm assets
13 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

22 years in the industry.

  1. Dreammaker Lifestyles, LLCNov 2017 to now
  2. Royal Fund Management, LLCDec 2015 to now
  3. Colorado Elite Retirement Planning, Ll dba Solid Wealth AdvisorsApr 2011 to now
  4. Rocky Mountain Long Term Care, Inc.Dec 2004 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

Royal Fund Management, LLC

$1.6BAssets managed
4,966Clients
83Advisers
13 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
4407441
Firm CRD
144434
Advisor's SEC record (opens in a new tab)
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