Matthew Briggs

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

• 07/2023 → Present
  Edward Jones
  St Louis, MO
• 03/2023 → 07/2023
  Unemployed
  Elgin, IL
• 06/2019 → 03/2023
  St. Charles Trading, Inc.
  Elgin, IL
• 03/2016 → 04/2019
  Judson University
  Elgin, IL
• 09/2013 → 12/2016
  Ergadoo Inc.
  Springfield, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-09-05