Matthew M. Jehn

ROYAL OAK FINANCIAL GROUP

Worthington, OH 43085

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CRD#: 4864985

Professional summary

Matthew Martin Jehn, CFP®, who also goes by Matthew Jehn, is a registered financial advisor currently at ROYAL OAK FINANCIAL GROUP located in Worthington, Ohio.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Matthew has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Jehn

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.

Y.O.U. ACCOUNTING 510 B HIGH ST WORTHINGTON, OH 43085 LLC TAXES, BOOK KEEPING, PAYROLL PRESIDENT TIME SPENT: 10% COMP: FEES REJUVENATE YOUR RETIREMENT INSTRUCTOR 510 B HIGH STREET WORTHINGTON, OH 43085 LLC RETIREMENT WORKSHOPS INSTRUCTOR TIME SPENT: 4 TIMES A YEAR COMP: REGISTRATION FEES TAX PREP - ROYAL OAK FINANCIAL GROUP LLC TAX PREP MANAGER TIME SPENT: 5% JAN-APRIL COMP: $10,000 CHECK TO FIRM ROYAL OAK FINANCIAL GROUP 510 B HIGH ST WORTHINGTON OH 43085 LLC INSURANCE ADIVSOR TIME SPENT: 100% COMP: COMMISSIONS FEES RENTAL PROPERTY JKF PROPERTIES 2581 GLEN ECHO COLUMBUS OH 43221 LLC REAL ESTATE VICE PRESIDENT TIME SPENT: 0% COMP: RENT $10,200 ANNUALLY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Martin Jehn'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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

February 26, 2013 - Present

ROYAL OAK FINANCIAL GROUP

Office #1: 5858 High Street, Worthington, OH 43085

RIA

CRD#: 166391

Worthington, OH

Past

August 11, 2014 - November 2, 2015

CAPITAL CITY SECURITIES, LLC

CRD#: 146001

Worthington, OH

Past

March 15, 2010 - March 8, 2013

WRP INVESTMENTS, INC.

RIA

CRD#: 7365

WORTHINGTON, OH

Past

March 15, 2010 - March 8, 2013

WRP INVESTMENTS, INC.

CRD#: 7365

WORTHINGTON, OH

Past

October 4, 2007 - March 2, 2010

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

WORTHINGTON, OH

Past

October 1, 2007 - March 2, 2010

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

WORTHINGTON, OH

Past

March 23, 2006 - October 9, 2007

WELLSTONE SECURITIES, LLC

CRD#: 121559

CUMMING, GA

Past

February 18, 2005 - March 31, 2006

PARK AVENUE SECURITIES LLC

CRD#: 46173

DUBLIN, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ROYAL OAK FINANCIAL GROUP

CRD#: 166391 / SEC#: 801-122701

RIA

Registered Investment Advisory firm - (11/29/2021 Approved)

Florida

Registered Investment Advisory firm - (12/3/2021 Terminated)

Ohio

Registered Investment Advisory firm - (12/7/2021 Terminated)

Texas

Registered Investment Advisory firm - (2/10/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/12/2019)

IAR

Ohio
(2/26/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/10/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/2/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/17/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/13/2009

General Securities Principal Examination

Current Firm

ROYAL OAK FINANCIAL GROUP

CRD#: 166391 / SEC#: 801-122701

RIA

Registered Investment Advisory firm - (11/29/2021 Approved)

Florida

Registered Investment Advisory firm - (12/3/2021 Terminated)

Ohio

Registered Investment Advisory firm - (12/7/2021 Terminated)

Texas

Registered Investment Advisory firm - (2/10/2017 Terminated)

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Contact information

Main Address

5858 High Street, Worthington, OH 43085

Mailing Address

Phone number

(614) 842-6090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/8/2025)

Regulatory assets under management

Total Number of Accounts	339
AUM (Assets Under Management)	$ 263,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Matthew M. Jehn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Martin Jehn's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL CITY SECURITIES, LLC

WRP INVESTMENTS, INC.

WRP INVESTMENTS, INC.

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

WELLSTONE SECURITIES, LLC

PARK AVENUE SECURITIES LLC

Primary Firm SEC Registration

ROYAL OAK FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 11/10/2006

SIE

Date: 11/2/2015

Series 7

Date: 2/17/2005

Series 24

Date: 7/13/2009

Current Firm

ROYAL OAK FINANCIAL GROUP

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROYAL OAK FINANCIAL GROUP

TRUST BUT VERIFY

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