Matthew David Terp

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

• 07/2009 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

GAMACA Holdings LLC Type of business: Real Estate Webster, NY Start date: 4/1/2013 Owner Hours per week: 0 Hours during trading: 0 Maintain property. Monroe County Type of business: Government Rochester, NY Start date: 7/1/2015 Monroe County Legislator Hours per week: 3 Hours during trading: 0 A Monroe County Legislator or the County Executive gets an idea based on local needs, countywide needs or information from constituents. These ideas or matters of county business are put in writing over the signature of the Legislator or County Executive.

Exams

• S66 Uniform Combined State Law Examination
  2009-10-02

Other Names

• Matthew D Terp