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Jennifer M

CFP®, Series 63, Series 66

Spotsylvania, VA

Edward Jones

Jennifer Mathie is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2013. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Based in Spotsylvania, VA, she has spent her career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew P

Series 63, Series 65

Spotsylvania, VA

Edward Jones

Matthew Pressinger is a financial advisor at Edward Jones with Series 63 and Series 65 credentials. He has been with Edward Jones since 2026 and has a varied work history including roles in education and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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