Matthew Thomas Janes

Employer firm

American Century Investments Private Client Group, Inc. CRD 290043

$2.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 09/2014 → Present
  Rotary Club Of Lenexa
  Lenexa, KS
• 02/2016 → Present
  American Century Investment Services Inc.
  Kansas City, MO

Previous Registrations

• 2009-09-04 → 2010-08-09
  Transamerica Financial Advisors, Llc
  Pasadena, CA
  Kearney, MO
  Lenexa, KS
• 2006-10-20 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Pasadena, CA
  Lenexa, KS
  North Kansas City, MO
• 2004-07-12 → 2004-11-18
  Eagle Strategies Llc
  Overland Park, KS
• 2003-01-08 → 2004-01-27
  Pruco Securities, Llc.
  Overland Park, KS

Other Businesses

Rotary Club of Lenexa; non investment related; PO Box 14323 Lenexa, KS 66215. Charity organization; Polio Plus Chair and Club Member; Start date 09/01/2014. 10 hours per month; 4 during trading hours; Raise awareness about the Polio plus Initiative to eradicate Polio from Earth.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-08-18
• S65 Uniform Investment Adviser Law Examination
  2000-12-11

Designations

• Certified Financial Planner