Joel MatthewsCRD Number: 7078359
Current Firm: Edward Jones
Joel Matthews (CRD# 7078359) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Edward Jones||St Louis, MO||Jul 2022 - Current||< 1|
|Bank Of America Na/merrill Lynch||Charlotte, NC||Jan 2019 - Jun 2022||3|
|Bank Of America||Charlotte, NC||Jan 2018 - Jan 2019||1|
|Dick's Sporting Goods||Concord, NC||Nov 2017 - Jan 2018||< 1|
|Kansas City Royals||Kansas City, MO||Nov 2015 - Oct 2017||1|
|Miami Marlins||Miami, FL||Nov 2002 - Nov 2015||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- 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
- Pension consulting services
- 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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