Matthew Jones (CRD# 6441664) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Laguna Hills, CA and has over 9 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| T Rowe Price | Owings Mills, MD | Feb 2018 - Current | 6 |
| Neuberger Berman LLC | New York, NY | Jan 2015 - Feb 2018 | 3 |
| Lyxor Am Inc. | New York, NY | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- CA
- MD
-
Total Assets Under Management1,752,267MILLIONS
-
Total Number of Accounts4,696ACCOUNTS
-
Average Account Value$373,140,338
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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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