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Matthew Charles Harris

Edward Jones

Lake St Louis, MO

CRD 4623255

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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
MO RA APPROVED 2024-07-25
TX RA APPROVED_RES 2019-02-14
  • MO RA
    APPROVED
    Since 2024-07-25
  • TX RA
    APPROVED_RES
    Since 2019-02-14

Branch Locations

3401 Technology Drive Ste 211, Lake St Louis, MO 63367-2592 • 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 01/2003 Present
Other Businesses

RENTAL PROPERTY LAKE ST. LOUIS, MO 63367 10/1/2013 PROPERTY MANAGER "Rental Property MO Start date: 11/7/2011 Owner Hours per week: 0 Hours during trading: 0 Landlord/Maint/Marketing" Road Side Firewood Bundles Type of business: Firewood Perry, MO Start date: 7/1/2022 Owner Hours per week: 0 Hours during trading: 0 Cut, Split, Bundle Firewood with my kids for road side self-service sales.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-03-13
  • S63 Uniform Securities Agent State Law Examination
    2003-03-13
Designations
  • Certified Financial Planner
Other Names
  • Matt Charles Harris
  • Matthew Charles Harris

View on SEC IAPD

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