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About this Advisor
Matthew Willoughby is an advisor in Tempe, Arizona. Currently an advisor with Edward Jones, Willoughby has 12 years of professional experience in the financial advisory industry. Willoughby has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Willoughby is registered to advise customers based out of Arizona. Willoughby has gained experience at Edward Jones, Jpmorgan Chase Bank and Balboa Capital. Edward Jones is headquartered in Tempe, Arizona, and operates out of 13,586 additional locations across the nation. As an advisor firm, Edward Jones oversees $329 billion in assets throughout 3,047,151 accounts and employs more than 23,408 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 996,779 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in 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 Willoughby Work History
Matthew has 13 years of experience.
Jpmorgan Chase Bank
Matthew Willoughby has no disclosures.
Please visit their SEC profile for more details.
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