Matthew J Jenkins
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesMar 2025 to now
- Merrill Lynch/bank of AmericaSep 2024 to Mar 2025
- American United Life/oneamerica SecuritiesJan 2023 to Sep 2024
- Vista Sothebys International RealtyJun 2021 to Sep 2024
- Wells Fargo Clearing Services, LLCApr 2019 to Jun 2021
- Thrivent Investment Management IncJul 2018 to Apr 2019
- Merrill Lynch/bank of AmericaMay 2017 to Jul 2018
- Waddell & Reed IncMar 2016 to May 2017
- Windermere Tower PropertiesJan 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6629650
- Firm CRD
- 250