Matthew
Gundersen

Edward Jones

CRD#3255269
Investment Advisor
in Tempe, AZ

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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

Series 63, Series 66

Years of Experience

14 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

Yes

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 Gundersen Work History

Matthew has 14 years of experience.

2015 - Present (5 years)

Edward Jones

2015 - 2015 (< 1 year)

Meyer Distribution

2012 - 2014 (2 years)

Schwab Private Client Investment Advisory, Inc

2006 - 2014 (8 years)

Charles Schwab & Co., Inc

Disclosures

Matthew Gundersen has 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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