Matthew Jay Jory

Current Employers

Sound Income Strategies, Llc

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-18
TN	RA	APPROVED	2025-03-27

FL RA
APPROVED

Since 2026-08-18
TN RA
APPROVED

Since 2025-03-27

Branch Locations

225 Tech Data Drive Suite 2034, Clearwater, FL 33760 • United States

98 Timber Creek Drive, Cordova, TN 38018 • United States

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • 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

Organization	City	State	From	To
Northwestern Mutual Life Insurance Company	Milwaukee	WI	01/2019	05/2022
Northwestern Mutual Investment Services Llc	Knoxville	TN	03/2019	07/2023
Santa Barbara Polo Fields	Carinteria	CA	05/2018	06/2018
O'MAlley's	Santa Barbara	CA	08/2015	01/2019
Santa Barbara Brewing Company	Santa Barbara	CA	09/2015	10/2018
Northwestern Mutual Wealth Management Company	Milwaukee	WI	10/2019	07/2023
Jessica Aliotti	Irvine	CA	05/2022	07/2023
Fidelity Investments	Knoxville	TN	07/2023	03/2025
Sound Income Strategies	Fort Lauderdale	FL	03/2025	Present
Mcadams Group, Llc	Cordova	TN	03/2025	Present
Fidelity Investments	Boston	MA	03/2025	Present
Mcadams Group, Llc	Cordova	TN	03/2025	Present

01/2019 → 05/2022

Northwestern Mutual Life Insurance Company

Milwaukee, WI
03/2019 → 07/2023

Northwestern Mutual Investment Services Llc

Knoxville, TN
05/2018 → 06/2018

Santa Barbara Polo Fields

Carinteria, CA
08/2015 → 01/2019

O'MAlley's

Santa Barbara, CA
09/2015 → 10/2018

Santa Barbara Brewing Company

Santa Barbara, CA
10/2019 → 07/2023

Northwestern Mutual Wealth Management Company

Milwaukee, WI
05/2022 → 07/2023

Jessica Aliotti

Irvine, CA
07/2023 → 03/2025

Fidelity Investments

Knoxville, TN
03/2025 → Present

Sound Income Strategies

Fort Lauderdale, FL
03/2025 → Present

Mcadams Group, Llc

Cordova, TN
03/2025 → Present

Fidelity Investments

Boston, MA
03/2025 → Present

Mcadams Group, Llc

Cordova, TN

Previous Registrations

2025-03-31 → 2025-04-04

Strategic Advisers Llc

Boston, MA
2023-09-27 → 2025-03-31

Fidelity Personal And Workplace Advisors

Knoxville, TN

Other Businesses

1. McAdams Group, LLC - Fixed Insurance Sales - 03/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 98 Timber Creek Drive, Cordova, TN 38018. This will encompass approximately 40% of business hours. 2. McAdams Group, LLC - Strategic Wealth Advisor/Client Acquisition Advisor - 03/2025 - present - Investment Related-Acquire new clients for investment advisory services - 98 Timber Creek Drive, Cordova, TN 38018. This will encompass approximately 60% of business hours. 3. Retirement Income Source, LLC DBA - 03/2025 - present - Investment Related - 98 Timber Creek Drive, Cordova, TN 38018. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours. 4. Jamsey Living, LLC - 01/2023 - Present - Not investment related - 110 E. Inskip Drive, Knoxville, TN 37912. Property owner which he maintains and rents to tenants. This will not encompass any business hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-18
S63	Uniform Securities Agent State Law Examination	2019-07-16

S66 Uniform Combined State Law Examination

2023-09-18
S63 Uniform Securities Agent State Law Examination

2019-07-16

Designations

Other Names

Matt Jory

View on SEC IAPD