Joel Matthews, financial advisor Concord NC

Joel Matthews

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Joel D. Matthews
Phone Number: 314-515-2000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
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

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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