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About this Advisor
Matthew Willoughby is a financial advisor in Tempe, Arizona. Currently an investment advisor at Edward Jones, they have accumulated 11 years of professional experience in the financial advisory industry. Willoughby holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Willoughby can work with investors in Arizona. Their career trajectory has included roles at Edward Jones, Balboa Capital and Jpmorgan Chase Bank. Edward Jones is located in Tempe, Arizona, and has 12,884 locations throughout the country. As a company, Edward Jones oversees $312 billion in assets throughout 2,500,304 client accounts and retains more than 23,510 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 917,687 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. 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 11 years of experience.
Jpmorgan Chase Bank
Matthew Willoughby has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO