Mattie Nicole Trefz
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Edward JonesJul 2023 to now
- Harrison County Schools Office of Federal ProgramsAug 2021 to Jun 2023
- West Virginia UniversityAug 2019 to May 2021
- Fairmont Catholic SchoolJun 2018 to Jun 2021
- Self-employedJan 2017 to Aug 2019
- Suncrest Early Learning CenterJan 2017 to Apr 2017
- Edward JonesJun 2015 to Feb 2023
- West Virginia UniversityJan 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WV).
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
- 6503629
- Firm CRD
- 250