Joseph Matelich (CRD# 5895375) is an Investment Advisor Representative working at Physician Advising LLC in Newport, WA and has over 12 years of experience in the finance industry.
CRD# 6388848
Edward Jones
CRD# 5461067
Edward Jones
CRD# 4516102
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Physician Advising LLC | Newport, WA | Jul 2020 - Current | 3 |
| Physician Advising LLC | Spokane, WA | Jul 2019 - Jun 2020 | < 1 |
| Physician Advising LLC | Grand Junction, CO | May 2017 - Jun 2019 | 2 |
| Backroads | Salt Lake City, UT | May 2017 - Oct 2017 | < 1 |
| Rosecap Investment Advisors, LLC | Grand Junction, CO | Nov 2016 - May 2017 | < 1 |
| Backroads | Salt Lake City, UT | Jun 2016 - Oct 2016 | < 1 |
| Extended Travel | Great Falls, MT | Oct 2015 - Jun 2016 | < 1 |
| Backroads | Salt Lake City, UT | Jun 2015 - Oct 2015 | < 1 |
| Extended Travel | Great Falls, MT | Jan 2015 - Jun 2015 | < 1 |
| Full Time Education | Denver, CO | Oct 2014 - Dec 2014 | < 1 |
| Backroads | Salt Lake City, UT | Jun 2014 - Oct 2014 | < 1 |
| Extended Travel | Great Falls, MT | Oct 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- CO
- TX
- WA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts147ACCOUNTS
-
Average Account Value$38,776
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, TX, WA
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