Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wayne Jones is a financial advisor with over 20 years of experience in the financial services industry. Matthew is registered with The Ameriflex Group, Inc. and has a Series 6, 7, 24 and 66 license. Previously, Matthew worked with SAGEPOINT FINANCIAL, INC. and SUNAMERICA SECURITIES, INC. Matthew provides comprehensive wealth management, financial planning and investment advisory services to individuals, families and businesses. Matthew specializes in retirement planning, college savings, investment management and insurance. Matthew Jones is committed to providing his clients with personalized service and advice that is tailored to their individual needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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AZ
01/07/2020 - Present
THE Ameriflex Group (Tempe AZ)
AZ
09/14/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
11/21/2001 - 07/22/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
01/29/2001 - 08/08/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
PA
09/07/2000 - 09/29/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 10/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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