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MJ

Matthew T. Jones

DRESNER INVESTMENT SERVICES
Chicago, IL 60603
Some features on this profile are disabled
CRD#: 2645138
MJ

Professional summary


Matthew Thomas Jones, who also goes by Matt Jones, is a registered financial professional currently at DRESNER INVESTMENT SERVICES, INC. located in Chicago, Illinois.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1995. Matthew has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matt Jones

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Matthew Thomas Jones's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 2, 2022 - Present

DRESNER INVESTMENT SERVICES, INC.

Office #1: 10 S. Lasalle Suite 2170, Chicago, IL 60603
BD
CRD#: 35145
Chicago, IL
Past

January 14, 2008 - November 26, 2018

OPPENHEIMER & CO. INC.

BD
CRD#: 249
EAST PALO ALTO, CA
Past

November 24, 2003 - January 14, 2008

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
MENLO PARK, CA
Past

May 23, 2003 - July 11, 2003

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

May 24, 2001 - March 18, 2003

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

December 6, 2000 - December 21, 2000

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

October 10, 1996 - August 28, 1998

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

September 25, 1995 - October 23, 1996

SESLIA SECURITIES

BD
CRD#: 30624
ST THOMAS, VI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/3/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 6/27/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


DI
DRESNER INVESTMENT SERVICES, INC.
DRESNER INVESTMENT SERVICES, INC. | DRESNER PARTNERS

CRD#: 35145 / SEC#: , 8-46575

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
10 S. Lasalle Suite 2170, Chicago, IL 60603
Mailing Address
10 S. Lasalle Suite 2170, Chicago, IL 60603
Phone number
(312) 780-7222
Established
Illinois since 04/12/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
DRESNER, STEVEN MARKPRESIDENT/CHIEF COMPLIANCE OFFICER2406965
YTTERBERG, BRIAN VICTORCHIEF OPERATING OFFICER3193521

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DRESNER INVESTMENT SERVICES, INC.

CRD#: 35145Chicago, IL 60603

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