Matthew SpenceCRD Number: 6342449
Current Firm: Edward Jones
Matthew Spence (CRD# 6342449) is an Investment Advisor Representative working at Edward Jones in Martinsville, IN and has over 3 years of experience in the finance industry.
Treybourne Wealth Planners
Wells Fargo Advisors Financial Network, LLC
Marian Financial Partners, Inc.
|Edward Jones||St Louis, MO||Jun 2014 - Current||3|
|Pike Township Schools||Indianapolis, IN||Jul 2010 - Jun 2014||3|
|Ray Skillman Automotive||Greenwood, IN||Jun 2011 - Sep 2012||1|
|Indiana University Bloomington||Bloomington, IN||May 2006 - Jul 2010||4|
|Indiana University Athletic Ticket Office||Bloomington, IN||Aug 2009 - Jan 2010||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- 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, WY
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