Unclaimed
Matthew David Kenady is an active investment advisor representative with Edward Jones. Matthew has been in the industry for over 5 years, having started working with Edward Jones in 2017. Matthew has a broad range of certifications including a Series 66 license as well as the Series 7 and SIE exams. Matthew has been registered in 16 states for both Broker-Dealer and Investment Advisor activities. Matthew has been registered in Illinois since 2018, Texas since 2022, California since 2019, and other states including Arizona, Florida, Indiana, Iowa, Michigan, Missouri, North Carolina, Ohio, South Carolina, Tennessee, and Wisconsin. Matthew is a licensed representative of Edward Jones who provides financial planning services to individuals and businesses. Edward Jones is a well-established firm with over $800 billion in assets under management. Edward Jones provides a wide range of financial products and services, including investment management, retirement planning, and insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
05/05/2022 - Present
Edward Jones (CHILLICOTHE IL)
BOTH
Issued 01/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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