MJ
CFP
MJ
CFP

Matthew Jones

31 Years of Experience
Little Rock, AR
BrokerSells Insurance

Matthew Jones is a CFP-designated registered investment advisor, based in Little Rock, AR, with 31 years of industry experience.

Location

8315 Cantrell Road, Suite 200, Little Rock, AR, 72227

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Matthew is the President, owner, and IAR of Legacy Capital Wealth Partners, LLC. He also oversees operations and recommends insurance products through Legacy Capital Group Arkansas, LLC, taking about a quarter of his time. Additionally, Matthew is involved in several other entities, including real estate and private equity investments.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2018 - Present · 8 yrs 1 mo
Legacy Capital Wealth Partners, LLC
March 2018 - Present · 8 yrs 1 mo
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - March 2018 · 1 yr 11 mos
NFP Advisor Services, LLC
April 1998 - September 2016 · 18 yrs 5 mos
Kestra Investment Services, LLCBroker
October 1997 - March 2018 · 20 yrs 5 mos
Stephens INC.Broker
March 1996 - September 1997 · 1 yr 6 mos
Morgan Keegan & Company, INC.Broker
May 1995 - March 1996 · 10 mos
Pml Securities CompanyBroker
February 1995 - August 1995 · 6 mos
Securities America, INC.Broker
November 1994 - September 1996 · 1 yr 10 mos
State Registrations10 states
AKARDEFLINMSOHOKPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.