Matthew William Guyette

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 10/2012 → 09/2018
  J.P. Morgan Securities Llc
  Beaverton, OR
• 10/2018 → 04/2021
  Edward Jones
  Saint Louis, MO
• 04/2021 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 04/2021 → Present
  Haven Financial Group
  Salem, OR
• 05/2006 → Present
  Matthew W. Guyette (Self Employed)
  Salem, OR

Previous Registrations

• 2018-10-15 → 2021-04-28
  Edward Jones
  Salem, OR
• 2012-10-01 → 2018-10-12
  J.P. Morgan Securities Llc
  Beaverton, OR
  Aloha, OR
  Portland, OR
  Portland, OR
  Tualatin, OR
  Hillsboro, OR
  Portland, OR
  Cornelius, OR
  Salem, OR
  Aloha, OR
  Portland, OR
  Keizer, OR
  Silverton, OR
  Stayton, OR
  Woodburn, OR
  Mcminnville, OR
  Portland, OR
• 2010-01-05 → 2012-10-01
  Chase Investment Services Corp.
  Portland, OR
  Portland, OR
  Beaverton, OR
• 2006-07-11 → 2009-12-23
  Equitable Advisors, Llc
  Portland, OR

Other Businesses

1) Haven Financial Group-4985 Battle Creek Rd Se, Ste 120, Salem, OR 97302; Investment related; Securities & insurance sales & svcs; Advisor; Start date 4/2021; 200 hrs/mnth & during trading. 2) Matthew W. Guyette (self employed)-5230 Kali St. SE, Salem, OR 97306; Investment related; Insurance (life, variable, health) sales & svcs; Insurance Agent; Start date 5/2006; 20 hrs/mnth & during trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-07
• S63 Uniform Securities Agent State Law Examination
  1996-03-08

Other Names

• Matt William Guyette
• Mathew William Guyette