William Matis

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

• 10/2016 → Present
  Edward Jones
  St Louis, MO
• 07/2015 → 10/2016
  Lids Sports Group
  Zionsville, IN
• 05/2016 → Present
  22 Events
  Franklin, IN
• 08/2014 → Present
  Indianapolis Colts
  Indianapolis, IN

Other Businesses

22 Events Type of business: Entertainment Indianapolis, IN Start date: 5/1/2012 Co-Owner Hours per week: 1 Hours during trading: 0 Provide DJ and emcee services for weddings and private parties. * Indianapolis Colts Type of business: Entertainment Indianapolis, IN Start date: 8/1/2014 Gameday DJ Hours per week: 3 Hours during trading: 0 Provide music and sound during Indianapolis home games.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-19

Designations

• Certified Financial Planner

Other Names

• Willie Matis
• William David Matis