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Matthew Bowman

Edward Jones

Roanoke, VA

CRD 7357860

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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 2024-06-24
VA RA APPROVED 2021-06-22
  • TX RA
    APPROVED_RES
    Since 2024-06-24
  • VA RA
    APPROVED
    Since 2021-06-22

Branch Locations

41 Summers Way Suite 102, Roanoke, VA 24019 • 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 St Louis MO 04/2021 Present
Cellular Sales Salem VA 12/2019 03/2021
The Fellowship Deaconry Liberty Corner NJ 05/2017 12/2019
Camp Orchard Hill Dallas PA 01/2016 03/2017
  • 04/2021 → Present
    Edward Jones
    St Louis, MO
  • 12/2019 → 03/2021
    Cellular Sales
    Salem, VA
  • 05/2017 → 12/2019
    The Fellowship Deaconry
    Liberty Corner, NJ
  • 01/2016 → 03/2017
    Camp Orchard Hill
    Dallas, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-19
  • S66 Uniform Combined State Law Examination
    2021-06-19

View on SEC IAPD

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