Matthew Bugg Thompson

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

• 06/2017 → 06/2019
  Edward Jones
  St Louis, MO
• 05/2015 → Present
  Nchsaa
  Chapel Hill, NC
• 04/2018 → 08/2018
  Watersview Restaurant
  Littleton, NC
• 08/2014 → 05/2019
  North Carolina State University
  Raleigh, NC
• 06/2019 → Present
  Edward Jones
  St.LOuis, MO

Other Businesses

NCHSAA Type of business: Sports Management Olivia, NC Start date: 8/1/2015 Official Hours per week: 7 Hours during trading: 3 Desc: officiate games

Exams

• S66 Uniform Combined State Law Examination
  2019-08-03

Designations

• Certified Financial Planner