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Matthew Davis

Advisor at Edward Jones — Montevideo, MN S 1st St

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Montevideo, MN 56265-1413

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Matthew Davis is a financial advisor with Edward Jones in Montevideo, MN. He holds the Series 66 designation and has been with Edward Jones since 2023. His prior work experience includes roles at Clara City Herald, AMC Theaters, and involvement with the House Republican Campaign Committee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Montevideo, MN S 1st St

202 S 1st St

Montevideo MN 56265-1413

Advisors at this office

2

Most active in

Minnesota

Work history

< 1 year of industry experience

Edward Jones

2023 - Present • 3 years

Montevideo, MN

Unemployed

2023 - 2023 • 1 year

Granite Falls, MN

Clara City Herald

2023 - 2023 • 1 year

Clara City, MN

AMC Theaters

2023 - 2023 • 1 year

Mankato, MN

Unemployed

2022 - 2023 • 1 year

Mankato, MN

House Republican Campaign Committee

2022 - 2022 • 1 year

Mankato, MN

Unemployed

2022 - 2022 • 1 year

Mankato, MN

Minnesota State University Moorhead

2019 - 2019 • 1 year

Moorhead, MN

Lifetime Fitness

2016 - 2017 • 1 year

Savage, MN

Minnesota State University

2015 - 2022 • 7 years

Mankato, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mitchell T

CFP®, Series 63

Montevideo, MN

MJT & Associates Financial Advisory Group, Inc.

Mitchell Thompson is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at MJT & Associates Financial Advisory Group, Inc. Prior to founding MJT & Associates in 2014, he worked at Cambridge Investment Research Advisors, Inc. from 2014 to 2018. In addition to his advisory role, he provides consulting focused on the financial aspects of divorce through CDFA Bridge Consulting Group LLC. MJT & Associates offers investment advisory and wealth management services to individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans. The firm employs a primarily long-term investment approach incorporating Modern Portfolio Theory and technical analysis, managing diversified portfolios with ongoing monitoring and formal annual reviews.

Retirement income strategy Roth conversion strategy Charitable giving & philanthropy Business ownership considerations Retirement withdrawal strategies
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Mark J

ChFC®, Series 63, Series 66

Granite Falls, MN

Thrivent Investment Management

Mark Jensen is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Jensen has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a board member for several local organizations including the Yellow Medicine East scholarship fund, Yellow Medicine Community Education, and Avera-Granite Falls Hospital and Manor, and assists clients with health insurance coverage through the MNsure exchange. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning that covers a wide range of topics but does not include implementation of recommendations. The firm emphasizes ongoing client engagement through planning and managed-account programs while maintaining separate service arrangements.

Business ownership considerations
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Aaron J

Series 66

Montevideo, MN

Cetera

Aaron Jaenisch is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and previously worked at Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, he contributes to his family farm by assisting with livestock, crop harvesting, and equipment maintenance. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors, utilizing both affiliated and third-party managers across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

James B

Series 66

Montevideo, MN

Edward Jones

James Bulman is a financial advisor with Edward Jones in Montevideo, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory work, he serves as Mayor of Montevideo and holds board memberships with the City of Montevideo Housing and Redevelopment Authority, the City of Montevideo Economic Development Authority, and CCM Health Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and related investment products, supported by a nationwide network of approximately 23,700 advisors and over 15,000 branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Inheritance planning Wealth management Retired Founder/Business Owner Executive
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Benjamin M

ChFC®, Series 66

Granite Falls, MN

Thrivent Investment Management

Benjamin Munsch is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Munsch is involved in managing several LLCs related to property management and farm rental income. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers planning as both one-time and ongoing engagements, covering topics such as retirement, tax, estate, and special needs planning.

Business ownership considerations
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Harold G

Series 66

Granite Falls, MN

Thrivent Investment Management

Harold Goedgedrag is a Series 66-credentialed financial advisor with seven years of industry experience, currently working at Thrivent Investment Management. His prior experience includes eight years at ING Bank. Outside of his advisory role, he serves as Secretary for the Kiwanis Club of Granite Falls, where he takes meeting notes and communicates with members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and combines these services with managed-account options under a consolidated billing system called WealthPlan.

Business ownership considerations
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