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Matthew T Sawan

Edward Jones

Silverdale, WA

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-04
WA RA APPROVED 2023-10-30
  • TX RA
    APPROVED
    Since 2024-01-04
  • WA RA
    APPROVED
    Since 2023-10-30

Branch Locations

3100 Nw Bucklin Hill Rd Ste 115, Silverdale, WA 98383 • 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
Futurity First Federal Way WA 10/2015 07/2018
Aaa Of Washington Insurance Agency Seattle WA 08/2018 02/2019
Aig Capital Services, Inc. Brentwood TN 03/2019 02/2021
Prudential Insurance Company Of America Fox Island WA 02/2021 07/2023
Independent Administrative Services, Llc Clearwater FL 07/2023 09/2023
Sayrus Equity Services, Llc Hartford CT 07/2023 09/2023
Matt Sawan & Karen Barrett Rental Houses Fox Island WA 03/2005 09/2023
Edward Jones St Louis MO 09/2023 Present
  • 10/2015 → 07/2018
    Futurity First
    Federal Way, WA
  • 08/2018 → 02/2019
    Aaa Of Washington Insurance Agency
    Seattle, WA
  • 03/2019 → 02/2021
    Aig Capital Services, Inc.
    Brentwood, TN
  • 02/2021 → 07/2023
    Prudential Insurance Company Of America
    Fox Island, WA
  • 07/2023 → 09/2023
    Independent Administrative Services, Llc
    Clearwater, FL
  • 07/2023 → 09/2023
    Sayrus Equity Services, Llc
    Hartford, CT
  • 03/2005 → 09/2023
    Matt Sawan & Karen Barrett Rental Houses
    Fox Island, WA
  • 09/2023 → Present
    St Louis, MO
Other Businesses

Rental properties Fox Island, WA Start date: 3/1/2008 Owner with my spouse Hours per week: 1 Hours during trading: 1 Desc: Manage and maintain 2 single family rental houses and 1 office condo. All on multi year leases. Speaking Engagements Fox Island, WA Start date: 12/2/2025 Presenter Hours per week: 4 Hours during trading: 4 Desc: Conduct financial education workshops on behalf of balancinglifeissues.com as a contracted presenter of their material. Opportunities will be sporadic and on an as needed basis.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-27
S65 Uniform Investment Adviser Law Examination 1997-10-09
S63 Uniform Securities Agent State Law Examination 1994-08-26
  • S66 Uniform Combined State Law Examination
    2023-10-27
  • S65 Uniform Investment Adviser Law Examination
    1997-10-09
  • S63 Uniform Securities Agent State Law Examination
    1994-08-26
Other Names
  • Matt Sawan
  • Matthew Thomas Sawan
  • Matthew T Sawan

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