Matthew LockhartCRD Number: 6263340
Current Firm: Edward Jones
Matthew Lockhart (CRD# 6263340) is an Investment Advisor Representative working at Edward Jones in Iron Mountain, MI and has over 3 years of experience in the finance industry.
Center Street Advisors, Inc.
Msi Financial Services, Inc.
Investment Centers Of America, Inc.
|Edward Jones||St Louis, MO||Nov 2013 - Current||3|
|Industrial Maintenance Services, Inc.||Escanaba, MI||Jan 2009 - Oct 2013||4|
|84 Lumber||Wrightstown, WI||Jul 2008 - Jan 2009||< 1|
|Sterling Building Systems||Wausau, WI||Dec 2005 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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