Matthew L. Clark

CHJ WEALTH MANAGEMENT

THE WOODLANDS, TX 77380

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CRD#: 6412146

Professional summary

Matthew L Clark, who also goes by Matthew Lindsay Clark, is a registered financial advisor currently at CHJ WEALTH MANAGEMENT located in The Woodlands, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Lindsay Clark

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) - RIA

Click below to view Matthew L Clark'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

May 13, 2025 - Present

CHJ WEALTH MANAGEMENT

Office #1: 10200 Grogan's Mill Road Suite 430, The Woodlands, TX 77380

RIA

CRD#: 154238

THE WOODLANDS, TX

Past

May 3, 2019 - May 17, 2023

BUCKINGHAM STRATEGIC WEALTH, LLC

RIA

CRD#: 143323

HOUSTON, TX

Past

November 25, 2014 - September 12, 2018

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

HOUSTON, TX

Past

November 11, 2014 - September 12, 2018

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

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".

CHJ WEALTH MANAGEMENT

BLUEBONNET ADVISORS, LLC | CHJ WEALTH MANAGEMENT | CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

CRD#: 154238 / SEC#: 801-71684

RIA

Registered Investment Advisory firm - (7/28/2010 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.

Highlighted states indicate IAR registrations

IAR

Illinois
(5/14/2025)

IAR

Missouri
(5/14/2025)

IAR

Texas
(5/13/2025)

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: 11/24/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/11/2014

General Securities Representative Examination

Current Firm

CHJ WEALTH MANAGEMENT

BLUEBONNET ADVISORS, LLC | CHJ WEALTH MANAGEMENT | CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

CRD#: 154238 / SEC#: 801-71684

RIA

Registered Investment Advisory firm - (7/28/2010 Approved)

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Contact information

Main Address

10200 Grogan's Mill Road Suite 430, The Woodlands, TX 77380

Mailing Address

Phone number

(281) 298-2700

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

PART 2A BROCHURE - CHJ WEALTH MANAGEMENT (7/21/2025)

Regulatory assets under management

Total Number of Accounts	681
AUM (Assets Under Management)	$ 540,307,144

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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Matthew L. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew L Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHJ WEALTH MANAGEMENT

BUCKINGHAM STRATEGIC WEALTH, LLC

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

Primary Firm SEC Registration

CHJ WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/24/2014

SIE

Date: 9/12/2018

Series 7

Date: 11/11/2014

Current Firm

CHJ WEALTH MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHJ WEALTH MANAGEMENT

TRUST BUT VERIFY

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