Edward Christian Mathews

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 09/2014 → 09/2018
  Gwfs Equities, Inc.
  Andover, MA
• 09/2018 → 04/2019
  Maffe Financial Group
  Glastonbury, CT
• 01/2019 → 04/2019
  Equity Services Inc
  Montpelier, VT
• 04/2019 → Present
  Jd Stewart Financial
  Saco, ME
• 05/2019 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL

Previous Registrations

• 2016-02-01 → 2018-10-03
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Andover, MA
• 2014-01-08 → 2014-09-02
  Waddell & Reed
  Portsmouth, NH
  Bedford, NH

Other Businesses

1. JD Stewart Financial, Prepare income tax returns seasonal, S-Corp, CPA,40 hours per month. 30 hours during securities trading hours. 2. Legal Services, 7 McIntosh Way, Greenland NH 03840. Attorney, Owner, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2014-01-06

Designations

• Certified Financial Planner

Other Names

• Edward Christian Mathews
• Chris Mathews
• Edward Christian Mathews
• Edward C Mathews