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Matthew West

Edward Jones

Waxahachie, TX

CRD 7484628

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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 2022-06-28
  • TX RA
    APPROVED
    Since 2022-06-28

Branch Locations

109 W. Marvin, Waxahachie, TX 75165 • 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 01/2022 11/2022
Mansfield Isd Mansfield TX 08/2012 08/2019
Midlothian Isd Midlothian TX 08/2012 01/2022
Edward Jones St Louis MO 11/2022 Present
  • 01/2022 → 11/2022
    Edward Jones
    St Louis, MO
  • 08/2012 → 08/2019
    Mansfield Isd
    Mansfield, TX
  • 08/2012 → 01/2022
    Midlothian Isd
    Midlothian, TX
  • 11/2022 → Present
    Edward Jones
    St Louis, MO
Other Businesses

Rental Property Type: Rental House Date: 08/31/23 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: This is for a rent house. City-State: Midlothian TX

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-27
  • S66 Uniform Combined State Law Examination
    2022-06-27
Other Names
  • Matthew Wayne West

View on SEC IAPD

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