Matthew Wendt Ritter

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:

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

Current Employers

Employment History

• 09/2000 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Casa Marina Homeowners Association Shalimar, FL Start date: 3/6/2023 Secretary/Treasurer Hours per week: 0 Hours during trading: 0 Desc: Record annual meetings. Collect HOA fees. Payment of bills are already setup with auto debit of bank account. Any checks, payment changes require 2 signatures- of both president and vice-president

Exams

• S66 Uniform Combined State Law Examination
  2007-01-24
• S63 Uniform Securities Agent State Law Examination
  2000-02-18

Other Names

• Matthew W Ritter