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||4|
|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)