Matthew Vaughn Roth
Investment adviser representative at Edward Jones
17 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
17 years in the industry.
- Edward JonesSep 2024 to now
- Truist Advisory Services IncAug 2022 to Sep 2024
- Truist Investment Services IncAug 2022 to Sep 2024
- Cetera Investment Advisers LLCJun 2021 to Jul 2022
- Cetera Investment Services LLCJun 2021 to Jul 2022
- UnemployedOct 2020 to May 2021
- Wesbanco Securities IncJan 2019 to Oct 2020
- The O.N. Equity Sales CompanyFeb 2018 to Jan 2019
- Ohio National Financial ServicesJan 2018 to Jan 2019
- Waller Crossing LLCOct 2016 to Feb 2018
- Roth Insurance and Financial ServicesJul 2009 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 5320171
- Firm CRD
- 250