Matthew Ohalloran Jones
Investment adviser representative at Founders Financial Securities, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Founders Financial Securities LLCMar 2022 to now
- UnemployedOct 2021 to Mar 2022
- Janney Montgomery Scott LLCJun 2021 to Oct 2021
- Loyola University MarylandAug 2020 to Aug 2021
- Janney Montgomery Scott LLCFeb 2020 to Aug 2020
- T. Rowe PriceJun 2019 to Aug 2019
- Loyola University MarylandSep 2018 to May 2020
- Qgenda LLCJun 2018 to Jul 2018
- Markdowns Office FurnitureMay 2017 to Aug 2017
- University of DelawareAug 2016 to May 2018
- American ModularJun 2013 to Aug 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Founders Financial Securities, LLC
$4.1BAssets managed
9,870Clients
117Advisers
20 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
- 7225089
- Firm CRD
- 137945