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Credentials
Series 63, Series 66
Experience Industry experience
22 years
Location
Montgomery City, MO 63361
Edward Jones
Institution
Matthew Speno is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns and manages an LLC involved in rental property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Montgomery City, MO
310 N Sturgeon St
Montgomery City MO 63361
Advisors at this office
1
Missouri · Texas
22 years of industry experience
Edward Jones
2009 - Present • 17 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
New Florence, MO
Wells Fargo Advisors
Colleen Mcelroy Mathis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory work, she oversees guardianship and conservatorship duties for her mother’s personal and financial affairs. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Series 63, Series 66
Warrenton, MO
Edward Jones
Jeffrey Arnold is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at AIG Capital Services, American General Life Insurance, Nexbank Securities, and S2K Financial. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.
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