Matthew Jentner, financial advisor Akron OH
90 score

Matthew Jentner

CRD Number: 6053938
Current Firm: Jentner Wealth Management

Matthew Jentner (CRD# 6053938) is an Investment Advisor Representative working at Jentner Wealth Management in Akron, OH and has 1 year of experience in the finance industry. Matthew Jentner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Jentner Corporation Akron, OH Aug 2010 - Current 6
Cfbank Fairlawn, OH Aug 2007 - Aug 2010 3
The Walter H. Drane Company Beachwood, OH Jan 2006 - Aug 2007 1

Matthew Jentner has no recent exams reported.
Contact Info for Matthew R. Jentner
Phone Number: 330-668-1000
Firm Website:
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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