Matthew James Reynolds
Investment adviser representative at Calton & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
17 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 assetsHourlyFixed or flat feeCommissionsPerformance-based
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.
- Calton & Associates, Inc.Feb 2025 to now
- Reynolds FinancialJan 2024 to Feb 2025
- Mid-america Christian UniversityAug 2023 to May 2024
- Northwest Nazarene UniversityAug 2019 to May 2023
- Life WcJun 2018 to Sep 2020
- Mountain View High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (ID).
Calton & Associates, Inc.
$1.6BAssets managed
5,283Clients
134Advisers
17 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
- 7589846
- Firm CRD
- 20999