Matthew Sawan (CRD# 2101754) is an Investment Advisor Representative working at Edward Jones in Silverdale, WA and has over 29 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Sep 2023 - Current | < 1 |
| Independent Administrative Services, LLC | Clearwater, FL | Jul 2023 - Sep 2023 | < 1 |
| Sayrus Equity Services, LLC | Hartford, CT | Jul 2023 - Sep 2023 | < 1 |
| Matt Sawan & Karen Barrett Rental Houses | Fox Island, WA | Mar 2005 - Sep 2023 | 18 |
| Prudential Insurance Company Of America | Fox Island, WA | Feb 2021 - Jul 2023 | 2 |
| Aig Capital Services, Inc. | Brentwood, TN | Mar 2019 - Feb 2021 | 1 |
| Aaa Of Washington Insurance Agency | Seattle, WA | Aug 2018 - Feb 2019 | < 1 |
| Futurity First | Federal Way, WA | Oct 2015 - Jul 2018 | 2 |
| Illlinois Mutual | Peoria, IL | Jun 2014 - Oct 2015 | 1 |
| Unemployed | Fox Island, WA | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- TX
- WA
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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
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