Matthew B Kenigsberg

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 03/2024
  Fidelity Investments
  Boston, MA
• 12/2024 → Present
  Edward Jones
  St Louis, MO
• 04/2024 → 11/2024
  Unemployed
  Hingham, MA

Other Businesses

Precedence Consulting LLC Type of business: Consulting Hingham, MA Start date: 7/26/2024 Owner Hours per week: 0 Hours during trading: 0 Entity set up for part-time consulting. Currently dormant. Fidelity Venture Capital Fund I LP (CUSIP 31599N721) Type of business: VC Investment firm. Boston, MA Start date: 7/17/2024 LPT Hours per week: 0 Hours during trading: 0 None Fidelity Private Credit Fund Class I (CUSIP 31634E308) Type of business: Investment company Boston, MA Start date: 1/30/2023 LPT Hours per week: 0 Hours during trading: 0 None Fidelity Core Real Estate Fund Type of business: Investment firm Boston, MA Start date: 9/10/2025 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2025-02-05

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Matthew Bogin Kenigsberg