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About this Advisor
Matthew Gundersen is an investment advisor in Tempe, Arizona. Currently a registered financial advisor at Edward Jones, they have gathered 12 years of practice in the financial advisory industry. Gundersen holds Series 63 and Series 66 licenses, designating the advisor as a securities agent. Gundersen can operate in Arizona. 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 headquartered in Tempe, Arizona, and operates out of 12,884 other brick-and-mortar locations in the country. Overall, Edward Jones manages $312 billion in assets throughout 2,500,304 client accounts and employs more than 23,510 people. The level of assets currently under the firm's management makes it one of the largest firms in the nation. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones can provide 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 12 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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