Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brown, CFP®, is a financial advisor at Edward Jones. He is a seasoned professional with extensive experience in the financial services industry, having started his career in 1997. Matthew is registered with the Securities and Exchange Commission and holds Series 7, 63, 65 and 66 licenses. Matthew has worked at several prominent financial institutions, including J.P. Morgan Securities LLC, J.P. Morgan Institutional Investments Inc., UBS Paine Webber Inc., and Rutherford, Brown & Catherwood, Inc. Currently, Matthew provides financial advice to individuals, corporations, charitable organizations, and high-net-worth clients. He also offers investment management services for both businesses and individuals.
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
DE
08/07/2019 - Present
Edward Jones (WILMINGTON DE)
DE
07/05/2018 - 07/29/2019
J.P. MORGAN SECURITIES LLC (NEWARK DE)
DE
07/28/2015 - 05/24/2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEWARK DE)
NJ
03/03/2000 - 02/26/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
PA
06/30/1989 - 03/03/2000
RUTHERFORD, BROWN & CATHERWOOD, INC. (PHILADELPHIA PA)
NA
01/20/1988 - 07/10/1989
BUTCHER & SINGER INC.
BOTH
Issued 08/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
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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