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Matthew David Mckinney

Edward Jones

Watkinsville, GA

CRD 4086703

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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
TX RA APPROVED_RES 2014-08-26
GA RA APPROVED 2007-09-18
  • TX RA
    APPROVED_RES
    Since 2014-08-26
  • GA RA
    APPROVED
    Since 2007-09-18

Branch Locations

1360 Caduceus Way Building 200 Suite 102, Watkinsville, GA 30677-7300 • 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 11/1999 Present
Other Businesses

BARBER CREEK Type of business: RENTAL PROPERTY WATKINSVILLE, GA Start date: 6/17/2014 OWNER Hours per week: 0 Hours during trading: 0 Desc: Owner * SSI BEACH HOUSE Type of business: BEACH HOUSE SAINT SIMONS, GA Start date: 1/1/2015 OWNER Hours per week: 0 Hours during trading: 0 No Responsibilities * M&M AIR Type of business: AIRCRAFT WINDER, GA Start date: 12/22/2016 LPT Hours per week: 0 Hours during trading: 0 Desc: OWNER AND OPERATOR * Rental Property Type of business: FINANCIAL PLANNING WATKINSVILLE, GA Start date: 6/2/2025 OWNER/FA Hours per week: 0 Hours during trading: 0 Desc: OWNER/TENANT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-10
S63 Uniform Securities Agent State Law Examination 2000-02-02
  • S66 Uniform Combined State Law Examination
    2007-09-10
  • S63 Uniform Securities Agent State Law Examination
    2000-02-02

View on SEC IAPD

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