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Matthew F Graff

Edward Jones

Lima, OH

CRD 7054558

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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
OH RA APPROVED 2019-03-05
  • OH RA
    APPROVED
    Since 2019-03-05

Branch Locations

2025 N Cable Rd, Lima, OH 45805-1229 • 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 12/2018 Present
Riverside Contracting Spencerville OH 02/2017 12/2018
Eaton Corporation Van Wert OH 01/2016 01/2017
  • 12/2018 → Present
    St Louis, MO
  • 02/2017 → 12/2018
    Riverside Contracting
    Spencerville, OH
  • 01/2016 → 01/2017
    Eaton Corporation
    Van Wert, OH
Other Businesses

Farm Property Rental Type of business: Agricultural Spencereville, OH Start date: 1/8/2002 Land Owner Hours per week: 0 Hours during trading: 0 All activities are completed by the renting farmer.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-04
  • S66 Uniform Combined State Law Examination
    2019-03-04
Other Names
  • Matthew Graff

View on SEC IAPD

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