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Matthew Stephen Asay

Edward Jones

Gladstone, OR

Milwaukie, OR

CRD 6111235

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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
OR RA APPROVED 2019-06-03
TX RA APPROVED 2019-06-03
  • OR RA
    APPROVED
    Since 2019-06-03
  • TX RA
    APPROVED
    Since 2019-06-03

Branch Locations

Gladstone, OR • United States

6751 Se Thiessen Road Suite D, Milwaukie, OR 97267 • 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
Morgan Stanley Smith Barney Llc Lake Oswego OR 08/2012 05/2019
Morgan Stanley Private Bank, N.A. New York NY 01/2015 05/2019
Edward Jones St.LOuis MO 05/2019 Present
  • 08/2012 → 05/2019
    Morgan Stanley Smith Barney Llc
    Lake Oswego, OR
  • 01/2015 → 05/2019
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 05/2019 → Present
    Edward Jones
    St.LOuis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-14
  • S66 Uniform Combined State Law Examination
    2012-11-14

View on SEC IAPD

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