Jack Matthews, financial advisor Rockville MD
93 score

Jack Matthews

CRD Number: 1438795
Current Firm: Msi Financial Services, Inc.

Jack Matthews (CRD# 1438795) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Rockville, MD and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Rockville, MD Jan 2015 - Current 1
New England Securities Boston, MA Nov 1985 - Current 31
New England Mutual Life Insurance Compan Bethesda, MD Aug 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Jack D. Matthews
Phone Number: 800-638-8378
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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