Matt Jones
Financial Advisor at Wells Fargo Advisors
- Role
- Financial Advisor at Wells Fargo Advisors
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Matt Jones
I am a Financial Advisor at Wells Fargo Advisors. As a financial advisor, I help clients and their families plan for their futures and invest toward their goals. I am a Chartered Retirement Planning Counselor (CRPC™), hold my FINRA Series 7, 63, and 66 licenses, as well as my State of Minnesota Life and Health Insurance Producer licenses.A lifelong Minnesotan, I attended Minneapolis South High School, and graduated from the University of Saint Thomas in Saint Paul with a Bachelor\'s degree in Economics. In my free time I enjoy playing hockey and golfing, as well as cooking.I can help with your many financial needs, including:• Creating a strategy toward your financial goals• Checking in on your investment portfolio• Managing through life changes• Planning for retirement on your terms• Diversifying your portfolio• Identifying investment opportunities and staying up to date on market movements• Balancing multiple goals, such as retirement and philanthropyThis information is intended for use by residents of CA, MN, AZ, FL, WI, and TX and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Financial Advisor
Nov 2024 — Present · Plymouth, MN, US
Education
Minneapolis South
H.S. Diploma, Liberal Arts
2005 — 2009
University of St. Thomas
Bachelor's Degree, Economics
2009 — 2014
Skills
- Economic Research
- Monetary Policy
- Financial Advising
- Fundraising
- Fiscal Policy
- Financial Advisory
- Econometric Modeling
- Financial Analysis
- Microsoft Office
- Sales
- Investment Analysis
- Business Development
- Customer Service
- Political Campaigns
- Alternative Investment Analysis
- Campaign Finance
- Social Media
- Inventory Management
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