Matthew J. Jarrell

ST. LOUIS FINANCIAL PLANNERS

Chesterfield, MO 63017

Some features on this profile are disabled

CRD#: 5663687

Professional summary

Matthew Joseph Jarrell, CFP® is a registered financial advisor currently at ST. LOUIS FINANCIAL PLANNERS INC. located in Chesterfield, Missouri and ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC located in Chesterfield, Missouri.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

St. Louis Financial Planners, Inc. 16091 Swingley Ridge Rd. Ste 345 Chesterfield, MO 63017 Investment Advisor 50%/Time Investment advise to clients. Sell life and long term care insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Jarrell'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: 2014

Experience

Current

June 28, 2013 - Present

ST. LOUIS FINANCIAL PLANNERS INC.

Office #1: 16091 Swingley Ridge Rd. Suite 345, Chesterfield, MO 63017

RIA

CRD#: 105511

Chesterfield, MO

Current

June 28, 2017 - Present

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

Office #1: 16091 Swingley Ridge Rd. Suite 345, Chesterfield, MO 63017

RIA

CRD#: 106999

Chesterfield, MO

Past

May 12, 2010 - July 10, 2013

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

CLAYTON, MO

Past

May 12, 2010 - July 10, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

CLAYTON, MO

Past

November 24, 2009 - April 22, 2010

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

ST LOUIS, MO

Past

June 22, 2009 - April 22, 2010

ONEAMERICA SECURITIES, INC.

CRD#: 4173

ST LOUIS, MO

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".

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

CRD#: 106999 / SEC#: 801-112870

RIA

Registered Investment Advisory firm - (4/20/2018 Approved)

Illinois

Registered Investment Advisory firm - (4/20/2018 Terminated)

Missouri

Registered Investment Advisory firm - (4/25/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/25/2018 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

Missouri
(6/28/2013)

IAR

Texas
(12/21/2018)

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 65

Date: 11/23/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/16/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/21/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/19/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

CRD#: 106999 / SEC#: 801-112870

RIA

Registered Investment Advisory firm - (4/20/2018 Approved)

Illinois

Registered Investment Advisory firm - (4/20/2018 Terminated)

Missouri

Registered Investment Advisory firm - (4/25/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/25/2018 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

16091 Swingley Ridge Rd. Suite 345, Chesterfield, MO 63017

Mailing Address

Phone number

(636) 532-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - 1-9-2025 (1/16/2025)

Regulatory assets under management

Total Number of Accounts	1,059
AUM (Assets Under Management)	$ 188,487,676

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.

Similar Advisors

Aaron Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Frontenac, MO

Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

IAR

ST. LOUIS, MO

Michael Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

IAR

ST. PETERS, MO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew J. Jarrell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Jarrell's CRS (Customer Relationship Summary).

Certified licenses

Experience

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

Primary Firm SEC Registration

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/23/2009

Series 63

Date: 7/16/2009

Series 7

Date: 9/21/2009

Series 6

Date: 6/19/2009

Current Firm

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors