Katie Matthews, financial advisor Brenham TX
89 score

Katie Matthews

CRD Number: 6264408
Current Firm: Edward Jones

Katie Matthews (CRD# 6264408) is an Investment Advisor Representative working at Edward Jones in Brenham, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2013 - Current 3
Bmp Enterprises, LLC Bellville, TX Aug 2011 - Oct 2013 2
Marathon Oil Company Houston, TX May 2011 - Aug 2011 < 1
Texas A&m University College Station, TX Aug 2010 - May 2011 < 1
Waller Church Of Christ Waller, TX May 2004 - May 2011 7
Marathon Oil Company Houston, TX May 2010 - Aug 2010 < 1
Texas A&m University College Station, TX Aug 2009 - May 2010 < 1
Marathon Oil Company Houston, TX May 2009 - Aug 2009 < 1
Texas A&m University College Station, TX Jan 2009 - May 2009 < 1
Tracter Supply Company Navasota, TX May 2008 - Jan 2009 < 1
La Universidad Internacional Heredia, Jan 2008 - May 2008 < 1
Texas A&m University College Station, TX Aug 2007 - Jan 2008 < 1
Blinn College Brenham, TX Jun 2007 - Aug 2007 < 1
Texas A&m University College Station, TX Jan 2007 - May 2007 < 1
Texas A&m University College Station, TX Nov 2006 - Jan 2007 < 1
Old Navy College Station, TX Aug 2006 - Nov 2006 < 1
Waller High School Waller, TX Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Katie L. Matthews
Phone Number: 314-515-2000
Registered State(s):
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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