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Matthew Martin Jehn

Investment adviser representative at Royal Oak Financial Group
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$415.8MFirm 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 assetsHourly

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. Royal Oak Financial GroupFeb 2013 to now
  2. Royak Oak Financial GroupDec 2012 to now
  3. Wrp Investments, Inc.Mar 2010 to now
  4. Jehn FinancialFeb 2004 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 2 states (FL, OH).

Royal Oak Financial Group

$415.8MAssets managed
412Clients
3Advisers
4 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
4864985
Firm CRD
166391
Advisor's SEC record (opens in a new tab)
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