Jay Matthews (CRD# 2734702) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Fargo, ND and has over 27 years of experience in the finance industry. Jay Matthews 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.
CRD# 2591356
Commonwealth Financial Network
CRD# 2563463
Ubs Financial Services Inc.
CRD# 2122017
Osaic Wealth, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Capital Resource Management | Fargo, ND | May 2016 - Current | 7 |
| Concourse Financial Group Securities Inc. | Fargo, ND | Aug 2011 - Current | 12 |
| (dba) Jay Matthews Insurance & Investments | Fargo, ND | Jun 1985 - Current | 38 |
| (dba) The Affiliates | Fargo, ND | Mar 2017 - Jul 2020 | 3 |
| Producers Financial Group | Fargo, ND | Dec 1990 - Mar 2017 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
- ND
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
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