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Timothy J Matta

Edward Jones

Fox River Grove, IL

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-09
IL RA APPROVED 2025-01-10
IN RA APPROVED 2025-01-09
  • TX RA
    APPROVED
    Since 2025-04-09
  • IL RA
    APPROVED
    Since 2025-01-10
  • IN RA
    APPROVED
    Since 2025-01-09

Branch Locations

1011 Il Route 22 Suite 1E, Fox River Grove, IL 60021 • 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 11/2024 Present
Sri Systems Research Inc Schaumburg IL 08/2005 10/2024
  • 11/2024 → Present
    Edward Jones
    St. Louis, MO
  • 08/2005 → 10/2024
    Sri Systems Research Inc
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-08
  • S66 Uniform Combined State Law Examination
    2025-01-08

View on SEC IAPD

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SIMPLIFIED WEALTH MANAGEMENT, LLC
CLEARVIEW WEALTH SOLUTIONS, LLC
TIMOTHY J MCDONALD CPA CFP
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH BUILDER FUNDS LLC
HERITAGE STRATEGIC WEALTH, LLC
SIGNIFICANT WEALTH PARTNERS LLC

Other Investors

WILLIAM GEORGE YOCIUS
Amber Luczak
Michael J Graft
LESLIE ANNE HERR
MARIA D GRAFT
RICHARD RONALD FURMANSKI
GERY JOSEPH SADZEWICZ
TIMOTHY JAMES MCDONALD

Other Offices

INTEGRATED ADVISORS NETWORK LLC · FOX RIVER GROVE, IL
SIMPLIFIED WEALTH MANAGEMENT, LLC · BARRINGTON, IL
CLEARVIEW WEALTH SOLUTIONS, LLC · BARRINGTON, IL
TIMOTHY J MCDONALD CPA CFP · LAKE BARRINGTON, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Cary, IL
WEALTH BUILDER FUNDS LLC · CARY, IL
HERITAGE STRATEGIC WEALTH, LLC · CARY, IL
SIGNIFICANT WEALTH PARTNERS LLC · CARY, IL

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