Matthew
Noreus

Edward Jones

CRD#6589464
Investment Advisor
in Missoula, MT

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About this Advisor

Matthew Noreus is an advisor in Missoula, Montana. Currently a registered advisor at Edward Jones, they have gathered 15 years of professional experience as a financial advisor. Noreus holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Noreus is registered to advise customers based out of Montana and Texas. During their career, Noreus has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, 2Nd Bn, 196Th In Bde, Us Army, 4Th Brigade, 25Th Infantry Division, Us Army, C Company, 3Rd Bn, 509Th Infantry (Abn), Us Army, 3Rd Bn, 509Th Infantry (Abn), Us Army, 172Nd Infantry Brigade, Maneuver Captains Career Course, 3Rd Bde, 82Nd Abn Div, Us Army, Bank Of America, N.A and Edward Jones. Edward Jones is located in Missoula, Montana, and operates out of 14,439 additional offices throughout the country. Overall, Edward Jones oversees $423 billion in assets across 3,336,586 client accounts and employs more than 25,919 people. The amount of assets the firm manages places it among the largest financial advisory firms in the United States. The firm manages 1,067,474 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 10% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Edward Jones can offer 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

Series 66

Years of Experience

15 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

No

Office Location

400 W Broadway Ste 103
Missoula, MT 59802

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

MT Average: $11,469,110,461
Total Number of Employees

25,919

MT Average: 458
Total Number of Accounts

3,336,586

MT Average: 33,415
Average Account Size

$126,847

MT 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 Noreus Work History

Matthew has 15 years of experience.

2017 - Present (4 years)

Edward Jones

2016 - 2017 (1 year)

Bank Of America, N.A

2015 - 2017 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

2Nd Bn, 196Th In Bde, Us Army

2014 - 2014 (< 1 year)

4Th Brigade, 25Th Infantry Division, Us Army

2013 - 2014 (1 year)

C Company, 3Rd Bn, 509Th Infantry (Abn), Us Army

2012 - 2013 (1 year)

3Rd Bn, 509Th Infantry (Abn), Us Army

2011 - 2012 (1 year)

172Nd Infantry Brigade

2010 - 2011 (1 year)

Maneuver Captains Career Course

2005 - 2015 (10 years)

3Rd Bde, 82Nd Abn Div, Us Army

Disclosures

Matthew Noreus has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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