Matthew MaltenCRD Number: 6310245
Current Firm: Edward Jones
Matthew Malten (CRD# 6310245) is an Investment Advisor Representative working at Edward Jones in Wauwatosa, WI and has over 3 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Edward Jones||St. Louis, MO||Mar 2014 - Current||3|
|Unemployed||Milwaukee, WI||Oct 2013 - Mar 2014||< 1|
|Infosys Ltd.||Milwaukee, WI||Dec 2012 - Sep 2013||< 1|
|Unemployed||St. Louis, MO||Oct 2012 - Dec 2012||< 1|
|Deloitte Consulting LLP||Chicago, IL||Sep 2010 - Sep 2012||2|
|Washington University||St. Louis, MO||Jul 2007 - Aug 2010||3|
|University Of Illinois||Champaign, IL||Aug 2005 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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