Jordan Jeffrey Matola

Current Employers

Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-03-16
OH	RA	APPROVED	2023-06-08
TX	RA	APPROVED	2023-06-08

CO RA
APPROVED

Since 2026-03-16
OH RA
APPROVED

Since 2023-06-08
TX RA
APPROVED

Since 2023-06-08

Branch Locations

Fraser, CO • United States

5747 Perimeter Suite 240, Dublin, OH 43017 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
J.P. Morgan Securities Llc	Dublin	OH	10/2012	05/2017
Brand Results, Llc.	Dublin	OH	09/2015	Present
Wells Fargo Clearing Services Llc	Dublin	OH	05/2017	06/2023
Wells Fargo Advisors Financial Network, Llc	Dublin	OH	06/2023	Present

10/2012 → 05/2017

J.P. Morgan Securities Llc

Dublin, OH
09/2015 → Present

Brand Results, Llc.

Dublin, OH
05/2017 → 06/2023

Wells Fargo Clearing Services Llc

Dublin, OH
06/2023 → Present

Wells Fargo Advisors Financial Network, Llc

Dublin, OH

Previous Registrations

2017-05-26 → 2023-06-08

Wells Fargo Clearing Services, Llc

Dublin, OH
2012-10-01 → 2017-06-06

J.P. Morgan Securities Llc

Dublin, OH
2007-11-16 → 2012-10-01

Chase Investment Services Corp.

Columbus, OH

Dublin, OH

Dublin, OH

Hilliard, OH
2005-03-14 → 2007-08-28

Ameriprise Financial Services, Llc

Dublin, OH

Dublin, OH

Other Businesses

BRAND RESULTS LLC, NOT INV RELATED, DUBLIN, OH, 50% OWNERSHIP, START 9/22/2015, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, CAR CLEARNING PRODUCTS MARKETING BUSINESS.| RENTAL PROPERTY, INV RELATED, FRASER, CO, START 2/21/2018, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING.| 46 MEADOWN TRAIL LLC, INV RELATED, FRASER, OH, 100% OWNERSHIP, START 3/10/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY.| TRI-OAK FINANCIAL LLC, INV RELATED, DUBLIN, OH, 30.6% OWNERSHIP, START 2/28/2023, 40 HOURS PER MONTH, 35 HOURS DURING TRADING, FINET PRACTICE.| BALMORAL PROPERTIES, LLC; INV RELATED;WINTER PARK,CO; LLC;100% OWNERSHIP; START DATE: 09/10/2026; 1 HRS PER MONTH; - HRS DURING TRADING; SANDRINGHAM HOUSE, LLC; INV RELATED;WINTER PARK,CO; LLC;100% OWNERSHIP; START DATE: 09/10/2026; 1 HRS PER MONTH; - HRS DURING TRADING; STANFORDOAK LLC, INV RELATED, DUBLIN, OH, 100% OWNERSHIP, START 5/10/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.| COMMERCIAL RENTAL PROPERTY; INV. RELATED; DUBLIN, OH; 25% OWNERSHIP; START DATE: 10/1/2024; 2 HRS PER MONTH; 0 HRS DURING TRADING.| TRUSTEE FOR TRI-OAK WEALTH MANAGEMENT 401K; INV RELATED; DUBLIN; OH; START: 6/28/2023; 1 HOUR A MONTH; 1 HOUR DURING TRADING.| TRI-OAK REAL ESTATE 86 LLC; INV. RELATED; DUBLIN, OH; 25% OWNERSHIP; LLC TO HOLD COMMERCIAL PROPERTY; START DATE: 9/20/2024; 2 HOURS PER MONTH; 0 HOURS DURING BUSINESS.| RENTAL PROPERTY; INV RELATED; DAYTONA SHORES, FL; 25% OWNERSHIP; START DATE 06/30/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING | TRI-OAK REAL ESTATE 2801, LLC; INV RELATED; DAYTONA SHORES, FL; 25% OWNERSHIP; START DATE 06/30/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING ; LLC FOR INVESTMENT AND RENTAL PROPERTY | RENTAL PROPERTY - 605; INV RELATED;PORT CLINTON,OH; INVESTMENT AND RENTAL HOME;20% OWNERSHIP; START DATE: 06/30/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; TRI-OAK REAL ESTATE 605, LLC; INV RELATED;PORT CLINTON,OH; INVESTMENT AND RENTAL HOME;20% OWNERSHIP; START DATE: 06/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY. 62 RAMBLE LN ; INV RELATED;WINTER PARK,CO; 2ND HOM / RENTAL PROPERTY;100% OWNERSHIP; START DATE: 9/10/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;