Matthew KerbyCRD Number: 5381195
Current Firm: Edward Jones
Matthew Kerby (CRD# 5381195) is an Investment Advisor Representative working at Edward Jones in Paoli, IN and has over 10 years of experience in the finance industry.
J. W. Cole Advisors, Inc.
|Edward Jones||St. Louis, MO||Jul 2007 - Current||10|
|Paoli Inc.||Orleans, IN||May 1997 - Jul 2007||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
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