Matthew T Moeller

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
TX	RA	APPROVED	2025-05-15
OR	RA	APPROVED	2025-03-10

TX RA
APPROVED

Since 2025-05-15
OR RA
APPROVED

Since 2025-03-10

Branch Locations

3900 Sw Orbit St Suite 140, Beaverton, OR 97005 • 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
Niit, Usa	Atlanta	GA	01/2021	12/2024
Self-Employed	Gladstone	OR	06/2020	12/2020
Deloitte Consulting	Portland	OR	08/2005	06/2020

12/2024 → Present

Edward Jones

St Louis, MO
01/2021 → 12/2024

Niit, Usa

Atlanta, GA
06/2020 → 12/2020

Self-Employed

Gladstone, OR
08/2005 → 06/2020

Deloitte Consulting

Portland, OR

Other Businesses

Estate of Thomas G Moeller Type of business: Settlement of Estate Gladstone, OR Start date: 12/6/2024 Executor Hours per week: 1 Hours during trading: 0 Executor * MTMJ Properties Type of business: Property Management Gladstone, OR Start date: 3/19/2018 President Hours per week: 1 Hours during trading: 0 Receive rent, pay monthly mortgage, address tenant issues, coordinate with contractors to make repairs and replace appliances when necessary

Exams

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

S66 Uniform Combined State Law Examination

2025-03-06

View on SEC IAPD