Matthew B Rose

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

• 07/2024 → Present
  Edward Jones
  St Louis, MO
• 08/2012 → 06/2024
  Whitefish Bay School District
  Whitefish Bay, WI
• 01/2023 → 06/2024
  Ace Tutoring Academy, Llc
  Hartland, WI
• 08/2023 → 05/2024
  Mathnasium
  Hartland, WI
• 08/2022 → 08/2023
  Carnegie Learning
  Pittsburgh, PA

Previous Registrations

• 2007-12-17 → 2012-08-08
  Thrivent Investment Management Inc.
  Milwaukee, WI
  Cedarburg, WI
  Cedarburg, WI
  Waukesha, WI
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2024-09-30

Other Names

• Matthew Brian Rose