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About this Advisor
Matthew Gundersen is a financial advisor who lives in Tempe, Arizona. Currently an advisor with Edward Jones, they have accrued 13 years of experience in the financial advisory industry. Gundersen holds Series 63 and Series 66 licenses, designating the advisor as a securities agent. Gundersen is able to advise customers based out of Arizona and Texas. During their career, the advisor has held roles at Charles Schwab & Co., Inc, Schwab Private Client Investment Advisory, Inc, Meyer Distribution and Edward Jones. Edward Jones is based out of Tempe, Arizona, and operates out of 13,586 brick-and-mortar locations in the United States. Overall, Edward Jones oversees $329 billion in assets covering 3,047,151 accounts and employs more than 23,408 people. The amount of assets the firm manages places it among the biggest firms in the nation. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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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 Gundersen Work History
Matthew has 14 years of experience.
Schwab Private Client Investment Advisory, Inc
Charles Schwab & Co., Inc
Matthew Gundersen has disclosures.
Please visit their SEC profile for more details.
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