Matthew Hatfield, financial advisor Ashland WI
93 score

Matthew Hatfield

CRD Number: 5609980
Current Firm: Edward Jones

Matthew Hatfield (CRD# 5609980) is an Investment Advisor Representative working at Edward Jones in Ashland, WI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Oct 2008 - Current 8
M Squared Restaraunt Spindale, NC Aug 2008 - Oct 2008 < 1
Stoney Creek Farm Newark, OH Apr 2008 - Jul 2008 < 1
Lousiana State University Baton Rouge, LA Feb 2008 - Apr 2008 < 1
Smithsonian Institute Front Royal, VA Oct 2007 - Jan 2008 < 1
Utah State University Logan, UT May 2007 - Aug 2007 < 1
Muskingum College New Concord, OH Mar 2007 - May 2007 < 1
Muskingum College New Concord, OH Aug 2006 - May 2007 < 1
Stoney Creek Farm Newark, OH May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Matthew W. Hatfield
Phone Number: 314-515-2000
Registered State(s):
  • MO
  • WI
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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