Matthew Loveless, financial advisor Wadsworth OH

Matthew Loveless

CRD Number: 6444941
Current Firm: Edward Jones
Compensation Model: Both
Matthew Loveless (CRD# 6444941) is an Investment Advisor Representative working at Edward Jones in Wadsworth, OH and has 1 year of experience in the finance industry.
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Company Name Location Dates Years
Edward Jones St. Louis, MO Feb 2015 - Current 5
Salvation Army Wadsworth, OH Oct 2014 - Feb 2015 < 1
Wadsworth City Schools Wadsworth, OH Aug 2007 - Feb 2015 7
Little Feet Broadview Heights, OH Jun 2012 - Aug 2012 < 1
Salvation Army Wadsworth, OH May 2007 - Jun 2009 2
Remington College Cleveland, OH May 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2015
S7 General Securities Representative Examination (GS) Aug 2016
Contact Info for Matthew K. Loveless
Phone Number: 314-515-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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