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Matthew Jordan Pearson

Fidelity Brokerage Services LLC

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About Matthew Jordan Pearson

Matthew Pearson is a financial advisor with Fidelity Brokerage Services LLC. Matthew has been working in the financial industry since April 1, 2017. Matthew is licensed to sell securities in 53 states and holds a Series 6, Series 7TO, Series 63, and Series 65 licenses. Prior to joining Fidelity Brokerage Services LLC, Matthew was employed by LPL Financial LLC and M HOLDINGS SECURITIES, INC.

Firm Information

Matthew Pearson is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Matthew Pearson’s Registration & Firm History

KY

06/22/2022 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

WA

07/16/2018 - 12/23/2019

LPL FINANCIAL LLC (MERCER ISLAND WA)

WA

12/02/2016 - 05/31/2018

M HOLDINGS SECURITIES, INC. (SEATTLE WA)

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Licenses & Designations

BC

Issued 02/17/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/19/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Matthew Jordan Pearson.
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