Matthew George Lightner

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-12-11
CA	RA	APPROVED	2007-01-11

TX RA
APPROVED_RES

Since 2018-12-11
CA RA
APPROVED

Since 2007-01-11

Branch Locations

Santa Rosa, CA • United States

255 West Napa Street Suite B, Sonoma, CA 95476 • 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

Organization	City	State	From	To
Edward Jones	St. Louis	MO	03/2004	Present

03/2004 → Present

Edward Jones

St. Louis, MO

Other Businesses

Share My Coach Sonoma Type of business: Recreational Vehicle Rentals Novato, CA Start date: 12/15/2013 Owner of RV Hours per week: 0 Hours during trading: 0 No Responsibilities

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-01-09
S63	Uniform Securities Agent State Law Examination	2004-05-13

S66 Uniform Combined State Law Examination

2007-01-09
S63 Uniform Securities Agent State Law Examination

2004-05-13

Designations

Certified Financial Planner

View on SEC IAPD