Eric Mattison, financial advisor Ruston WA
93 score

Eric Mattison

CRD Number: 6327504
Current Firm: Edward Jones

Eric Mattison (CRD# 6327504) is an Investment Advisor Representative working at Edward Jones in Ruston, WA and has 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2014 - Current 2
Axa Advisors, LLC New York, NY Apr 2014 - Sep 2014 < 1
Unemployed Maple Valley, WA Jun 2013 - Apr 2014 < 1
Steadfast Commercial Management Federal Way, WA May 2003 - Jun 2013 10
Us Army National Guard Camp Murray, WA Feb 1991 - Dec 2012 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2014
S66 NASAA Uniform Combined State Law Examination Oct 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Eric D. Mattison
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

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
93
Verified Page
Data verified by both the advisor and the public regulatory data.

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