Jay E Matthews
Also appears in the source record as: Jay Edward Matthews; Jay Matthews
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (10)
- Series 66Series 63Series 9Series 10Series 24Series 57TOSIESeries 55Series 7Series 6
- Registered states (17)
- Arkansas · Connecticut · Delaware · Florida · Idaho · Maryland · Massachusetts · Missouri · New Jersey · New York · Oklahoma · Pennsylvania · Rhode Island · South Carolina · Utah · Vermont · Washington
- Years in the industry (source record)
- 32
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Edward Jones
- Firm CRD
- 250
- SEC number
- 801-3297
- Assets under management
- $1.0T as of Jun 29, 2026
- Website
- www.twitter.com/EDWARDJONES ↗
- Phone
- 314-515-2000
- Firm location
- St. Louis, MO, 63131
Employment history (8)
From the source registration record · current first
-
Nov 21, 2019 → present
-
start not retrieved → present
-
Wells Fargo Clearing Services, LLCBD capacityApr 11, 2016 → Sep 16, 2019
-
First Clearing, LLCBD capacityMay 1, 2009 → Nov 16, 2016
-
Wells Fargo Advisors, LLCBD capacityOct 27, 2006 → Feb 29, 2012
-
Mellon Securities LLCBD capacityFeb 7, 2006 → Sep 26, 2006
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Bernard L. Madoff Investment Securities LLCBD capacityNov 28, 2000 → May 9, 2005
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Sep 16, 1994 → Dec 31, 1998
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.