Matthew Jacksteit, financial advisor Sunnyvale CA
90 score

Matthew Jacksteit

CRD Number: 5993702
Current Firm: Edward Jones

Matthew Jacksteit (CRD# 5993702) is an Investment Advisor Representative working at Edward Jones in Sunnyvale, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2011 - Current 5
T-mobile Usa San Jose, CA Oct 2007 - Oct 2011 4
Vanguard University Costa Mesa, CA Aug 2008 - Aug 2010 2
Uc Irvine Irvine, CA Aug 2004 - Jun 2009 4
Creekside Christian Fellowship Irvine, CA Sep 2006 - May 2009 2
Prepaid Legal Services Irvine, CA Sep 2006 - May 2009 2
A. Hoy & Associates Laguna Niguel, CA Sep 2006 - Apr 2007 < 1
Target Corporation Irvine, CA Sep 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Matthew S. Jacksteit
Phone Number: 314-515-2000
Registered State(s):
  • CA
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
90
Clean Record
This advisor has a clean track record with regulators.

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