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Matthew L Clark

Investment adviser representative at Chj Wealth Management
12 yearsExperience
3 statesRegistered in
$600.2MFirm assets
16 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 assets

Services the firm offers

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

  • Portfolio management

Experience

12 years in the industry.

  1. Chj Wealth ManagementMay 2025 to now
  2. Carlton, Hofferkamp and Jenks Wealth Management, LLCJul 2023 to now
  3. Buckingham Strategic Wealth, LLCSep 2018 to Jul 2023
  4. InvescoOct 2014 to Sep 2018

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 3 states (IL, MO, TX).

Chj Wealth Management

Legal name: Carlton, Hofferkamp and Jenks Wealth Management, LLC

$600.2MAssets managed
309Clients
4Advisers
16 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
6412146
Firm CRD
154238
Advisor's SEC record (opens in a new tab)
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