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Matthew Fletcher Williams

Edward Jones

Gloucester, VA

CRD 7556828

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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 2024-11-04
VA RA APPROVED 2022-09-14
  • TX RA
    APPROVED_RES
    Since 2024-11-04
  • VA RA
    APPROVED
    Since 2022-09-14

Branch Locations

6584 Main St, Gloucester, VA 23061-6103 • 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 06/2022 Present
Underboats Inc Gloucester VA 05/2008 05/2022
  • 06/2022 → Present
    St Louis, MO
  • 05/2008 → 05/2022
    Underboats Inc
    Gloucester, VA
Other Businesses

Rental Property Type: Rental Property Date: 02/01/17 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Rental Property, Renters are responsible for upkeep of building. Maintain property. City-State: Gloucester VA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-12
  • S66 Uniform Combined State Law Examination
    2022-09-12

View on SEC IAPD

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