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Michelle M Matthews

Edward Jones

Colusa, CA

CRD 6540856

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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 2021-11-12
CA RA APPROVED 2015-12-11
  • TX RA
    APPROVED_RES
    Since 2021-11-12
  • CA RA
    APPROVED
    Since 2015-12-11

Branch Locations

110 Sunrise Blvd Suite C, Colusa, CA 95932 • 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 Saint Louis MO 08/2015 Present
Other Businesses

"Willows Youth Football and Cheer Willows, CA Start date: 7/4/2013 President Hours per week: 0 Hours during trading: 0 Over see the Board of Directors to ensure they are acting in the best interest of the association and its members.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-19
  • S66 Uniform Combined State Law Examination
    2015-10-19
Designations
  • Certified Financial Planner
Other Names
  • Michelle Marie Garcia
  • Michelle Matthews
  • Michelle Marie Matthews

View on SEC IAPD

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