Matthew McWilliams, financial advisor Papillion NE
98 score

Matthew McWilliams

CRD Number: 5393454
Current Firm: Edward Jones
Compensation Model: Both
Matthew McWilliams (CRD# 5393454) is an Investment Advisor Representative working at Edward Jones in Papillion, NE and has over 7 years of experience in the finance industry.
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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2010 - Current 7
Rabine Financial Partners, LLC Omaha, NE Jan 2009 - Nov 2009 < 1
Mcwilliams Painting Papillion, NE May 2005 - Aug 2009 4
Edward Jones Papillion, NE Jun 2007 - Jun 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2010
S7 General Securities Representative Examination (GS) Jul 2010
Contact Info for Matthew N. McWilliams
Phone Number:
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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