Matthew
Anderson

Edward Jones

CRD#6181692
Investment Advisor
in Tempe, AZ

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About this Advisor

Matthew Anderson is a financial advisor who works in Tempe, Arizona, who has been in the advisory business for 10 years. Anderson works at Edward Jones. Throughout their career, they have worked at Edward Jones and Naval Air Station Whidbey Island School Age Care. Anderson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Arizona and Texas. Edward Jones is a financial advisory firm that has its headquarters in Tempe, Arizona. It has offices in 13,586 locations and a total of 23,408 people on staff. It manages $329 billion in total assets among its 3,047,151 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 958 charitable organizations. Of its 3,047,151 client accounts, just 9% are associated with high-net-worth investors who have more than $1 million in assets. The firm offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically are based on which services the firm provides the client. However, fee types charged by Edward Jones can be comprised of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8620 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Matthew Anderson Work History

Matthew has 11 years of experience.

2013 - Present (7 years)

Edward Jones

2010 - 2013 (3 years)

Naval Air Station Whidbey Island School Age Care

Disclosures

Matthew Anderson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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