Matthew Portrey (CRD# 5052794) is an Investment Advisor Representative working at Edward Jones in Glenwood, IA and has over 17 years of experience in the finance industry.
CRD# 4758589
Equitable Advisors, LLC
CRD# 4725919
Ameriprise Financial Services, LLC
CRD# 2619340
Mutual Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Apr 2015 - Current | 9 |
| Td Ameritrade | Bellevue, NE | Nov 2005 - Apr 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- IA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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