Matthew TrautmanCRD Number: 5447670
Current Firm: Edward Jones
Matthew Trautman (CRD# 5447670) is an Investment Advisor Representative working at Edward Jones in Sainte Genevieve, MO and has over 7 years of experience in the finance industry.
National Planning Corporation ("npc Of America" In Fl & Ny)
Sagepoint Financial, Inc.
Investment Centers Of America, Inc.
|Edward Jones||St Louis, MO||May 2010 - Current||6|
|American United Life||Indianapolis, IN||Aug 2007 - May 2010||2|
|Ste. Genevieve County Community Center||Ste. Geneveive, MO||Feb 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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