Matthew T Melton
Investment adviser representative at Edward Jones
16 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
16 years in the industry.
- Edward JonesJun 2022 to now
- United BrokerageFeb 2022 to Mar 2022
- RBC Wealth ManagementJun 2019 to Feb 2022
- The Knot WorldwideMar 2019 to May 2019
- RBC Capital Markets LLCOct 2018 to Feb 2019
- Seventy 2 Capital Wealth ManagementJun 2018 to Sep 2018
- GrassrootsFeb 2017 to Mar 2017
- Fasano AssociatesOct 2016 to Sep 2017
- George Washington UniversityAug 2010 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 6968578
- Firm CRD
- 250