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Mathew Ward

Edward Jones

Exeter, NH

CRD 7147716

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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 2026-01-14
NH RA APPROVED 2019-09-03
  • TX RA
    APPROVED_RES
    Since 2026-01-14
  • NH RA
    APPROVED
    Since 2019-09-03

Branch Locations

2 Kings Way Ste B, Exeter, NH 03833 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2019 Present
Hodgdon, Wilson & Griffin Cpas Portsmouth NH 10/2014 07/2019
  • 07/2019 → Present
    St Louis, MO
  • 10/2014 → 07/2019
    Hodgdon, Wilson & Griffin Cpas
    Portsmouth, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-31
  • S66 Uniform Combined State Law Examination
    2019-08-31
Other Names
  • Mathew Gregory Ward

View on SEC IAPD

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