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Matthew E Harrelson

Edward Jones

Sonoma, CA

CRD 8076229

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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 2025-09-25
CA RA APPROVED 2025-07-11
  • TX RA
    APPROVED
    Since 2025-09-25
  • CA RA
    APPROVED
    Since 2025-07-11

Branch Locations

19310 Sonoma Highway Suite D, Sonoma, CA 95476 • 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 05/2025 Present
Workcare, Inc Anaheim CA 11/2022 04/2025
Seattle Childrens Hospital Seattle WA 08/2018 08/2022
Inhealth, Pllc Seattle WA 02/2016 08/2018
  • 05/2025 → Present
    Edward Jones
    St. Louis, MO
  • 11/2022 → 04/2025
    Workcare, Inc
    Anaheim, CA
  • 08/2018 → 08/2022
    Seattle Childrens Hospital
    Seattle, WA
  • 02/2016 → 08/2018
    Inhealth, Pllc
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-10
  • S66 Uniform Combined State Law Examination
    2025-07-10
Other Names
  • Matt Harrelson

View on SEC IAPD

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