Matthew Walls

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

• 01/2020 → Present
  Edward Jones
  St.LOuis, MO
• 10/2014 → 10/2019
  Cintas Corporation
  Santa Rosa, CA

Other Businesses

Rental Property Type: Rental Property Date: 02/01/18 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: Passively manage one invest property in Nevada. I own the property and pay a management company to manage it full time. City-State: Fernley NV

Exams

• S66 Uniform Combined State Law Examination
  2020-03-07

Designations

• Certified Financial Planner

Other Names

• Matthew Scott Walls