Matthew
Woudstra

Edward Jones

CRD#5599193
Investment Advisor
in Tempe, AZ

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About this Advisor

Matthew Woudstra is a financial advisor whose office is in Tempe, Arizona. Currently a registered financial advisor with Edward Jones, Woudstra has 10 years of professional experience as a financial advisor. Woudstra holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Woudstra is able to work with customers based out of Arizona. Their career trajectory has included roles at The 401(K) Co. / Schwab Retirement Plan Services Co, Charles Schwab & Co, Inc, Raymond James Financial Services and Edward Jones. Edward Jones is based out of Tempe, Arizona, and has 12,884 additional locations throughout the United States. In total, Edward Jones manages $312 billion in assets throughout 2,500,304 client accounts and retains more than 23,510 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. 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 investable assets. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

8640 S 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 Woudstra Work History

Matthew has 10 years of experience.

2016 - Present (3 years)

Edward Jones

2014 - 2015 (1 year)

Raymond James Financial Services

2014 - 2016 (2 years)

Raymond James Financial Services

2010 - 2014 (4 years)

Charles Schwab & Co, Inc

2008 - 2010 (2 years)

The 401(K) Co. / Schwab Retirement Plan Services Co

Disclosures

Matthew Woudstra has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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