Matthew Allyn Fisk

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

Authority	Category	Status	Date
WI	RA	APPROVED	2025-01-01
TX	RA	APPROVED	2021-09-22

WI RA
APPROVED

Since 2025-01-01
TX RA
APPROVED

Since 2021-09-22

Branch Locations

2393 State Road 35 Suite A, Osceola, WI 54020 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	07/2015	Present

07/2015 → Present

Edward Jones

St Louis, MO

Other Businesses

The Trails Retreat Type of business: Rental Property St Croix Falls, WI Start date: 11/11/2021 Owner Hours per week: 10 Hours during trading: 0 Clean and maintain the property between guests

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-09-04

S66 Uniform Combined State Law Examination

2015-09-04

View on SEC IAPD