Matthew Jeffrey Connell

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 12/2004 → 08/2025
  Umb Financial Services Inc
  Springfield, MO
• 12/2004 → 08/2025
  Umb Bank
  Springfield, MO
• 07/2008 → 08/2025
  Umb Insurance Inc
  Springfield, MO
• 08/2025 → Present
  Raymond James & Associates, Inc.
  Scottsdale, AZ

Previous Registrations

• 2005-11-18 → 2025-08-12
  Umb Financial Services, Inc.
  Springfield, MO
  Springfield, MO
  Monett, MO
  Clinton, MO
  Warsaw, MO
  Carthage, MO
  Joplin, MO
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Fountain Hills, AZ
  Leawood, KS
  Kansas City, MO
  Scottsdale, AZ

Other Businesses

(1)Name of Business: Big 3 Sports Cards and Coins Address: 16716 E Parkview Ave Suite 106, Fountain Hills, AZ, 85268, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 09/01/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Buy sell and trade Sports memorabilia and coins.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-17
• S63 Uniform Securities Agent State Law Examination
  1999-02-15

Designations

• Certified Financial Planner

Other Names

• Matt Connell