Matthew Joseph Kelso

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

• 07/2016 → 05/2017
  Faa Federal Credit Union
  Memphis, TN
• 05/2017 → Present
  Edward Jones
  St.LOuis, MO

Other Businesses

The Desoto County Brief Type of business: Local News Podcast Hernando, MS Start date: 9/16/2024 Owner & Host Hours per week: 3 Hours during trading: 0 Use a local trusted news publisher's articles and then create a weekly local news podcast * Mississippi Ale House Enterprises LLC Type of business: Bar Olive Branch, MS Start date: 6/29/2026 Managing Owner Hours per week: 5 Hours during trading: 0 I placed above the estimated gross compensation. *

Exams

• S66 Uniform Combined State Law Examination
  2017-09-09

Designations

• Chartered Financial Consultant