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Matthew Michael Ungs

Edward Jones

Dyersville, IA

CRD 6895370

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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 2019-10-23
IA RA APPROVED 2018-03-19
  • TX RA
    APPROVED
    Since 2019-10-23
  • IA RA
    APPROVED
    Since 2018-03-19

Branch Locations

980 Field Of Dreams Way Ste 1, Dyersville, IA 52040 • 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 01/2018 Present
City Of Dyersville Dyersville IA 07/2014 01/2018
  • 01/2018 → Present
    Edward Jones
    St Louis, MO
  • 07/2014 → 01/2018
    City Of Dyersville
    Dyersville, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-16
  • S66 Uniform Combined State Law Examination
    2018-03-16

View on SEC IAPD

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