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Sean Michael Matassa

Edward Jones

Baton Rouge, LA

CRD 6351340

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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 2018-12-11
LA RA APPROVED 2014-09-08
  • TX RA
    APPROVED_RES
    Since 2018-12-11
  • LA RA
    APPROVED
    Since 2014-09-08

Branch Locations

11777 Justice Ave Suite A, Baton Rouge, LA 70816 • 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
Our Lady Of Mercy Catholic Church Baton Rouge LA 08/2006 Present
Edward Jones St Louis MO 06/2014 Present
  • 08/2006 → Present
    Our Lady Of Mercy Catholic Church
    Baton Rouge, LA
  • 06/2014 → Present
    St Louis, MO
Other Businesses

Our Lady of Mercy Catholic Church Baton Rouge, LA Start date: 9/25/2005 Musician Hours per week: 1 Hours during trading: 0 Cantor for 1 Catholic mass every couple of weeks *** * Franciscan Missionaries of Our Lady Type of business: Religious Order/Nursing Home Baton Rouge, LA Start date: 10/1/2024 Musician Hours per week: 1 Hours during trading: 0 I am a cantor for their weekly mass on Sundays at 9:30.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-05
  • S66 Uniform Combined State Law Examination
    2014-09-05
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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