Matthew James Norman Sykes

CRD 8018969

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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

Authority	Category	Status	Date
RI	RA	APPROVED	2025-03-07

RI RA
APPROVED

Since 2025-03-07

Branch Locations

3001 East Main Rd, Portsmouth, RI 02871 • 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
Edward Jones	St Louis	MO	12/2024	Present
Unemployed	Newport	RI	11/2024	12/2024
Newport Country Club	Newport	RI	08/2024	10/2024
Unemployed	Newport	RI	10/2023	08/2024
St. James's Place/Regency Wealth Ltd	Wakefield		10/2018	08/2023
Regency Financial Planning	Wakefield		10/2017	10/2018
The Fry Group	York		07/2016	09/2017

12/2024 → Present

Edward Jones

St Louis, MO
11/2024 → 12/2024

Unemployed

Newport, RI
08/2024 → 10/2024

Newport Country Club

Newport, RI
10/2023 → 08/2024

Unemployed

Newport, RI
10/2018 → 08/2023

St. James's Place/Regency Wealth Ltd

Wakefield
10/2017 → 10/2018

Regency Financial Planning

Wakefield
07/2016 → 09/2017

The Fry Group

York

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-06

S66 Uniform Combined State Law Examination

2025-03-06

Other Names

Matthew J Sykes

View on SEC IAPD

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