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Matthew Milhollon

Edward Jones

Wichita Falls, TX

CRD 6680496

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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 2020-09-08
  • TX RA
    APPROVED
    Since 2020-09-08

Branch Locations

5 Eureka Cir Suite F, Wichita Falls, TX 76308 • 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
Avantax Investment Services, Inc. Dallas TX 07/2016 09/2020
Edward Jones St. Louis MO 09/2020 Present
  • 07/2016 → 09/2020
    Avantax Investment Services, Inc.
    Dallas, TX
  • 09/2020 → Present
    Edward Jones
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-13
  • S66 Uniform Combined State Law Examination
    2019-12-13
Other Names
  • Matthew William Milhollon

View on SEC IAPD

Nearby Firms

SENTRY MANAGEMENT INC
MERCANTILE INVESTMENT ADVISORS
BROOKS FINANCIAL SERVICES

Nearby Investors

GEORGE MURPHY DAVIS
GEORGE MURPHY DAVIS
NILEY MONROE CHURCH

Nearby Offices

SENTRY MANAGEMENT INC · WICHITA FALLS, TX
MERCANTILE INVESTMENT ADVISORS · Wichita Falls, TX
BROOKS FINANCIAL SERVICES · WICHITA FALLS, TX

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