Matthew M. Jones
STRATEGIC ADVISERS LLC | Financial Consultant I
ALBUQUERQUE, NM
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CRD#: 6277896
Professional summary
Matthew Michael Jones, who also goes by Matt Jones, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Albuquerque, New Mexico and FIDELITY BROKERAGE SERVICES LLC located in Albuquerque, New Mexico.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Matthew has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I have been with Fidelity Investments for eleven years, and am committed to developing strong, honest relationships with Fidelity clientele. I focus on financial planning and investments. I aim to earn trust, deliver confidence, and help provide peace-of-mind for clients. I want to understand what is most important to you and those you care about, and desire to make sure that you are heard and understood.
Question & Answer
Are you a "fiduciary"?
Yes
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.
OAA#: 26919 | Org Name:Matthew Jones | Org Addr:Albuquerque, NM, US | Nature of Bus:Music/Entertainment | Invst Rel:N | Title:Owner/Sole Proprietor | Duties:I book concerts and receive payment for providing music services | Start Dt:05/25/2005 | Total Hrs p/m:25 | Sec Trdng Hrs p/m:0 OAA#: 47471 | Org Name:Christ Church Albuquerque | Org Addr:Albuquerque, NM, US | Nature of Bus:Religious organization | Invst Rel:N | Title:Music Manager | Duties:I coordinate musicians and arrange songs for Sunday services for the church. | Start Dt:11/22/2016 | Total Hrs p/m:10 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Michael 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®
NoneEducation
Texas Christian University
Bachelor of Business Studies (BBS) - Marketing
2004
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413RIA
CRD#: 104555
ALBUQUERQUE, NM
Current
March 11, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413BD
CRD#: 7784
ALBUQUERQUE, NM
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALBUQUERQUE, NM
Past
November 1, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ALBUQUERQUE, NM
Past
December 20, 2013 - February 12, 2014
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
ALBUQUERQUE, NM
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.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
Alabama(2/27/2020)
RR
Alaska(2/27/2020)
RR
Arizona(1/5/2016)
RR
Arkansas(1/4/2019)
RR
California(1/5/2016)
RR
Colorado(1/5/2016)
RR
Connecticut(2/27/2020)
RR
Delaware(1/7/2022)
RR
District of Columbia(2/27/2020)
RR
Florida(1/5/2018)
RR
Georgia(2/27/2020)
RR
Hawaii(1/5/2016)
RR
Idaho(1/5/2018)
RR
Illinois(2/27/2020)
RR
Indiana(1/5/2018)
RR
Iowa(1/7/2022)
RR
Kansas(1/7/2022)
RR
Kentucky(2/27/2020)
RR
Louisiana(5/18/2020)
RR
Maine(1/7/2022)
RR
Maryland(2/27/2020)
RR
Massachusetts(2/27/2020)
RR
Michigan(2/27/2020)
RR
Minnesota(2/27/2020)
RR
Mississippi(1/7/2022)
RR
Missouri(1/5/2018)
RR
Montana(2/27/2020)
RR
Nebraska(2/27/2020)
RR
Nevada(1/5/2016)
RR
New Hampshire(2/27/2020)
RR
New Jersey(1/7/2022)
RR
New Mexico(3/11/2014)
IAR
New Mexico(3/31/2025)
RR
New York(2/27/2020)
RR
North Carolina(1/7/2016)
RR
Ohio(2/28/2020)
RR
Oklahoma(1/5/2016)
RR
Oregon(1/5/2016)
RR
Pennsylvania(1/5/2016)
RR
Rhode Island(5/18/2020)
RR
South Carolina(2/27/2020)
RR
South Dakota(1/7/2022)
RR
Tennessee(2/27/2020)
RR
Texas(1/5/2016)
IAR
Texas(3/31/2025)
RR
Utah(1/5/2016)
RR
Vermont(1/7/2022)
RR
Virginia(2/27/2020)
RR
Washington(2/27/2020)
RR
West Virginia(1/7/2022)
RR
Wisconsin(2/27/2020)
RR
Wyoming(2/27/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial Consultant ICRD#: 104555Albuquerque, NMTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
