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Mathew L Gallaspie

Edward Jones

Lima, OH

CRD 5408839

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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 2021-05-25
OH RA APPROVED 2015-03-19
  • TX RA
    APPROVED_RES
    Since 2021-05-25
  • OH RA
    APPROVED
    Since 2015-03-19

Branch Locations

3217 Harding Hwy, Lima, OH 45804 • 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 12/2014 Present
Other Businesses

Gallaspie Event Rentals LLC Type of business: equipment rental for party's wapakoneta, OH Start date: 5/4/2026 Owner Hours per week: 2 Hours during trading: 0 Desc: I will own and help with management responsibilities but my son will manage the day to day activities and run most of the business. At this time its a stretch to call this a business but i set it up as one just incase things start to take off and do well.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-23
  • S66 Uniform Combined State Law Examination
    2015-01-23
Designations
  • Certified Financial Planner
Other Names
  • Mathew Gallaspie
  • Mathew Lee Gallaspie

View on SEC IAPD

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