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Matthew B Malten

Edward Jones

Wauwatosa, WI

CRD 6310245

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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:

Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-09
WI RA APPROVED 2014-08-04
  • TX RA
    APPROVED_RES
    Since 2019-01-09
  • WI RA
    APPROVED
    Since 2014-08-04

Branch Locations

1233 N Mayfair Road Suite 115, Wauwatosa, WI 53226 • 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
Edward Jones St. Louis MO 03/2014 Present
Other Businesses

St. Matthew's Evangelical Lutheran Church Wauwatosa, WI Start date: 11/10/2025 Finance Committee Board Member Hours per week: 0 Hours during trading: 0 Member of committee with responsibility for reviewing and managing both the church operating budget and church investments.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-06
  • S66 Uniform Combined State Law Examination
    2014-06-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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