Matthew R De Montagnac

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

• 06/2021 → Present
  Edward Jones
  St Louis, MO
• 01/2020 → 04/2021
  Starbucks Coffee Company
  Los Angeles, CA
• 08/2008 → 02/2019
  Enterprise Holdings, Inc
  Orange, CA
• 02/2019 → 12/2019
  Unemployed
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-09-29

Other Names

• Matthew De Montagnac