Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Thomas Jones is a financial advisor with over 16 years of experience in the financial services industry. Matthew currently works with Arkadios Wealth Advisors in Atlanta, Georgia. Matthew has a strong background in providing financial planning and portfolio management services to individuals and corporations. Matthew also holds Series 6, 7, 24, 51, 63, and 65 licenses, as well as the SIE designation and the Certified Financial Planner designation. Matthew’s previous experience includes positions with Kestra Investment Services, LLC and Foresters Financial Services, Inc.
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.
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.
1
2
GA
06/28/2023 - Present
Arkadios Wealth Advisors (Atlanta GA)
GA
05/10/2018 - 06/29/2023
KESTRA INVESTMENT SERVICES, LLC (ATLANTA GA)
GA
04/20/2007 - 05/11/2018
FORESTERS FINANCIAL SERVICES, INC. (ATLANTA GA)
IA
Issued 08/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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