Matthew G Honig

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:

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

Current Employers

Employment History

• 07/2022 → 08/2024
  Oppenheimer & Co. Inc.
  Ny, NY
• 01/2022 → 06/2022
  Northeastern University
  Boston, MA
• 01/2021 → 11/2021
  Mckinsey & Co.
  Waltham, MA
• 09/2020 → 12/2020
  Northeastern University
  Boston, MA
• 06/2020 → 08/2020
  Alkali Partners
  Portland, OR
• 01/2020 → 05/2020
  Northeastern University
  Boston, MA
• 08/2019 → 12/2019
  Andersen
  Ny, NY
• 09/2017 → 04/2018
  Northeastern University
  Boston, MA
• 06/2019 → 07/2019
  Lincoln Brokerage
  Ny, NY
• 05/2018 → 08/2018
  Lincoln Brokerage
  Ny, NY
• 09/2013 → 08/2017
  Saint Peter's Prep
  Jersey City, NJ
• 09/2018 → 05/2019
  Northeastern University
  Boston, MA
• 11/2025 → Present
  Edward Jones
  St. Louis, MO
• 08/2024 → 11/2025
  Elevance Health
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-12-30
• S63 Uniform Securities Agent State Law Examination
  2022-06-06

Other Names

• Matthew Honig