Matthew Sonquist

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

• 06/2020 → Present
  Edward Jones
  St Louis, MO
• 06/2016 → 08/2017
  Plas-Tech Tooling
  Garner, IA
• 05/2018 → 08/2019
  Oshkosh Corporation
  Dodge Center, MN
• 06/2010 → 05/2020
  Student
  Ames, IA

Other Businesses

"Plas-Tech Tooling Type: Manufacturing Date: 05/26/23 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: My family¿s business is in process of transferring ownership to me and my two older brothers. I am a board member but spend no time away from work at this position. City-State: Garner IA" "Plas-Tech Tooling Type: Date: 01/01/23 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Voting Member on Board but do not have any involvement in day to day business activities. However, I do not vote on financial matters as I recuse myself. City-State: Garner IA"

Exams

• S66 Uniform Combined State Law Examination
  2020-08-08

Designations

• Certified Financial Planner

Other Names

• Matthew Allan Sonquist