Matthew Robert Gaul

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2008 → 12/2016
  Mass Mutual
  State College, PA
• 12/2008 → 12/2016
  Mml Investors Services Inc
  State College, PA
• 12/2016 → Present
  Edward Jones
  St. Louis, MO
• 07/2005 → 11/2016
  Crossfit Lionheart
  State College, PA

Previous Registrations

• 2009-02-18 → 2016-12-12
  Mml Investors Services, Llc
  State College, PA
  Mechanicsburg, PA

Other Businesses

Crossfit Lionheart Type of business: gym State College, PA Start date: 7/1/2015 Co-owner Hours per week: 4 Hours during trading: 0 Write checks to pay employees Blue/White Strength Type of business: Gym State College, PA Start date: 2/1/2018 Owner Hours per week: 4 Hours during trading: 0 Own with partners. Have no day-to-day responsibilities. Occasionally write pay checks. MassMutual Springfield, MA Start date: 1/3/2017 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2009-02-10
• S63 Uniform Securities Agent State Law Examination
  2005-09-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Matthew Gaul