Matthew R. Josten

AMERICAN FIDELITY SECURITIES

Oklahoma City, OK 73114-3701

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CRD#: 2726505

Professional summary

Matthew Robert Josten, who also goes by Matt R. Josten, Matthew R. Josten, Matthew Robert Josten, is a registered financial professional currently at AMERICAN FIDELITY SECURITIES, INC. located in Oklahoma City, Oklahoma.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1996. Matthew has worked at 9 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Matt R. Josten | Matthew R. Josten | Matthew Robert Josten

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.

(1) National Life Group. Investment-related. Address: 15455 Dallas Pkwy, Ste 800, Addison, TX 75001. Nature: 403b/457 annuity sales strictly in San Diego County Office of Edu. Position: Insurance agent. Start date: 09/2022. Hours per month: 60. Duties: Work to educate and service school staff on fixed annuities. (2) AIA Consulting; Not investment related; 49 Meadow Glen Irvine CA 92602; Nature of Business: Consulting on Employee Retention Tax Credit; Position: Consultant; Start Date: 10/24/22; Apx. 10 HRS per month, during trading hours; Duties: Educate companies on the ERTC program. (3) ASSET ALLOCATION STRATEGIES, LLC; INVESTMENT RELATED; LOCATED IN IRVINE, CA - SUPEVISED FROM FARMINGTON, MI; NATURE: INVESTMENT ADVISOR; POSITION: IAR; START DATE: 07/2022; APX 30 HRS/MO., 30 HRS DURING TRADING HOURS; DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Robert Josten's CRS (Customer Relationship Summary).

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

August 3, 2023 - Present

AMERICAN FIDELITY SECURITIES, INC.

Office #1: 9000 Cameron Parkway, Oklahoma City, OK 73114-3701

CRD#: 11852

Oklahoma City, OK

Past

July 26, 2022 - February 6, 2023

ASSET ALLOCATION STRATEGIES, LLC

RIA

CRD#: 152339

IRVINE, CA

Past

June 3, 2021 - February 6, 2023

GLP INVESTMENT SERVICES, LLC

CRD#: 25450

FARMINGTON, MI

Past

June 23, 2014 - June 5, 2017

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

June 19, 2008 - July 31, 2012

AMERICAN GENERAL EQUITY SERVICES CORPORATION

CRD#: 5435

HOUSTON, TX

Past

October 19, 2006 - February 14, 2008

EPLANNING SECURITIES, INC.

CRD#: 46000

ROSEVILLE, CA

Past

July 11, 2005 - October 24, 2006

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

CARLSBAD, CA

Past

November 11, 1998 - June 22, 2005

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

July 1, 1996 - October 19, 1998

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

State Registrations and Notice Filings

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

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

California
(8/3/2023)

Oregon
(8/17/2023)

Exams

State Security Law Exam

IAR

Series 65

Date: 7/25/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/19/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 6/2/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 6/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/28/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 9/6/2005

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

AMERICAN FIDELITY SECURITIES, INC.

AMERICAN FIDELITY ASSURANCE | AMERICAN FIDELITY SECURITIES, INC.

CRD#: 11852 / SEC#: , 8-15123

Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

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Contact information

Main Address

9000 Cameron Parkway, Oklahoma City, OK 73114-3701

Mailing Address

9000 Cameron Parkway, Oklahoma City, OK 73114

Phone number

(405) 416-8967

Established

Oklahoma since 08/26/1969

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (27 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
AMERICAN FIDELITY ASSURANCE COMPANY	SHAREHOLDER
BOLDEN, TIMOTHY H	DIRECTOR	5376036
COLON, TARYN K	ASSISTANT VICE PRESIDENT, TREASURER, FINOP PRINCIPAL, AND PRINCIPAL FINANCIAL OFFICER	7642942
DOHERTY, JAMES HUGH	PRINCIPAL OPERATIONS OFFICER	4197747
GRANT, ANGELA FAITH	DIRECTOR	4176509
KEELING, COURTNEY DANAE	ASSISTANT VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	7675059
KENNEY, CHRISTOPHER THOMAS	CHAIRMAN OF THE BOARD, CEO, AND PRESIDENT	5452832
OVERFIELD, LINDA E	ASSISTANT VICE PRESIDENT

Disclosures

Regulatory Event

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Matthew R. Josten

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Robert Josten's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET ALLOCATION STRATEGIES, LLC

GLP INVESTMENT SERVICES, LLC

EQUITY SERVICES, INC.

AMERICAN GENERAL EQUITY SERVICES CORPORATION

EPLANNING SECURITIES, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

PACIFIC SELECT DISTRIBUTORS, LLC

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 7/25/2022

Series 63

Date: 7/19/2021

Series 6TO

Date: 6/2/2021

SIE

Date: 6/5/2017

Series 7

Date: 6/28/1996

Series 26

Date: 9/6/2005

FINRA

Current Firm

AMERICAN FIDELITY SECURITIES, INC.

Contact information

FINRA licenses (27 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

AMERICAN FIDELITY SECURITIES, INC.

TRUST BUT VERIFY

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