Matthew BeardCRD Number: 6092426
Current Firm: Edward Jones
Matthew Beard (CRD# 6092426) is an Investment Advisor Representative working at Edward Jones in Stewartstown, PA and has over 5 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Lpl Financial LLC
Nfp Advisor Services, LLC
|Edward Jones||St Louis, MO||Jul 2012 - Current||5|
|West York Area School District||York, PA||Jul 2009 - Jul 2012||3|
|Yorktown Pool Company||York, PA||May 2006 - Jul 2012||6|
|York Kickball League||York, PA||Jun 2004 - Jul 2012||8|
|Eastern York School District||Wrightsville, PA||Aug 2006 - Jul 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- 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, WY
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