Amundi Pioneer Institutional Asset Management, Inc
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About this Advisor
Jefferson Matkin is a financial advisor in Boston, Massachusetts. Currently a registered financial advisor at Amundi Pioneer Institutional Asset Management, Inc, Matkin has 10 years of professional experience as a financial advisor. Matkin maintains Series 63 and Series 66 licenses, which certify the advisor as a securities broker. Matkin can act as an advisor based out of Massachusetts. During their career, the advisor has held roles at Frpl Finance LTD, Edward Jones, Suntrust Investment Services, Inc, Suntrust Bank, Fsc Securities Corporation and Pioneer Investment Management, Inc. Amundi Pioneer Institutional Asset Management, Inc is headquartered in Boston, Massachusetts. In aggregate, Amundi Pioneer Institutional Asset Management, Inc oversees $19 billion in assets dispersed across 115 client accounts and retains more than 267 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 109 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 115 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Amundi Pioneer Institutional Asset Management, Inc can offer portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. The firm's fees may include asset-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Amundi Pioneer Institutional Asset Management, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Jefferson Matkin Work History
Jefferson has 10 years of experience.
Pioneer Investment Management, Inc
Fsc Securities Corporation
Suntrust Investment Services, Inc
Frpl Finance LTD
Jefferson Matkin has no disclosures.
Please visit their SEC profile for more details.