Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanner? Claim Your ProfileTanner Mathis is an investment advisor representative with Edward Jones, licensed in California, Louisiana, Tennessee and Texas. Tanner has been in the industry since 2015 and has a strong background in financial services. Tanner has a proven track record of success in helping clients achieve their financial goals. Tanner specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers. Tanner has worked at a number of financial institutions in the past, including J.P. Morgan Securities LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., LPL FINANCIAL LLC and Edward Jones. Tanner is committed to providing clients with personalized financial advice and services.
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
TX
04/19/2024 - Present
Edward Jones (MCKINNEY TX)
TX
08/11/2022 - 04/19/2024
J.P. MORGAN SECURITIES LLC (MCKINNEY TX)
TX
03/31/2020 - 07/26/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Dallas TX)
TX
09/20/2019 - 04/08/2020
LPL FINANCIAL LLC (DALLAS TX)
TX
08/31/2018 - 09/16/2019
LPL FINANCIAL LLC (PROSPER TX)
TN
10/20/2015 - 09/06/2018
EDWARD JONES (GERMANTOWN TN)
BOTH
Issued 11/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2015
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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