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Matthew Ryan Wadiak

Edward Jones

Marion, IL

Fort Myers, FL

CRD 4424656

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-16
TX RA APPROVED_RES 2018-12-18
IL RA APPROVED 2006-10-13
  • FL RA
    APPROVED
    Since 2024-12-16
  • TX RA
    APPROVED_RES
    Since 2018-12-18
  • IL RA
    APPROVED
    Since 2006-10-13

Branch Locations

3415 Office Park Drive Ste A, Marion, IL 62959 • United States

Fort Myers, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2001 Present
Other Businesses

MRW Ventures LLC Type of business: LLC Carbondale, IL Start date: 5/20/2009 Owner Hours per week: 1 Hours during trading: 0 Maintain property. SIUC Department of Finance External Advisory Board Carbondale, IL Start date: 5/2/2019 Board Member Hours per week: 0 Hours during trading: 0 Board members advise and review department of finance activities and objectives ** Marion Memorial Health Foundation Marion, IL Start date: 7/1/2004 Board of Directors Hours per week: 0 Hours during trading: 0 Make decisions regarding scholarships and events the foundation does.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-11
S63 Uniform Securities Agent State Law Examination 2001-09-07
  • S65 Uniform Investment Adviser Law Examination
    2006-10-11
  • S63 Uniform Securities Agent State Law Examination
    2001-09-07
Designations
  • Certified Financial Planner

View on SEC IAPD

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