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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 9
Salvation Army Wadsworth, OH Oct 2014 - Feb 2015 < 1
Wadsworth City Schools Wadsworth, OH Aug 2007 - Feb 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2015
Contact Info for Matthew K. Loveless
1392 High St Suite 100, Wadsworth, OH 44281
Phone Number: 314-515-2000
Firm Website: https://www.instagram.com/edwardjones
Registered State(s):
  • OH
  • TX
Current Firm Details
Edward Jones
Firm's CRD Number: 250
12555 Manchester Rd, Saint Louis, MO 63131
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
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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