Jefferson
Matkin

Amundi Pioneer Institutional Asset Management, Inc

CRD#4550765
Investment Advisor
in Boston, MA
Are you Jefferson Matkin? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

60 State Street
Boston, MA 02109-1820

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Amundi Pioneer Institutional Asset Management, Inc Brokerage Details

Total Assets Under Management

$18,883,469,635

MA Average: $16,012,751,954
Total Number of Employees

267

MA Average: 118
Total Number of Accounts

115

MA Average: 4,567
Average Account Size

$164,204,084

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2014 - Present (5 years)

Pioneer Investment Management, Inc

2012 - 2014 (2 years)

Fsc Securities Corporation

2010 - 2012 (2 years)

Suntrust Investment Services, Inc

2010 - 2012 (2 years)

Suntrust Bank

2009 - 2010 (1 years)

Edward Jones

2008 - 2009 (1 years)

Frpl Finance LTD

Disclosures

Jefferson Matkin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started