Matthew Jellison

GUNDERSON CAPITAL MANAGEMENT

Charlotte, NC 28203

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CRD#: 6794604

Professional summary

Matthew Jellison, CFP®, who also goes by Matthew Edward Jellison, Matthew Jellison, Matt Jellison, is a registered financial advisor currently at GUNDERSON CAPITAL MANAGEMENT located in Charlotte, North Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Matthew Edward Jellison | Matthew Jellison | Matt Jellison

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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Jellison'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

Experience

Current

August 14, 2026 - Present

GUNDERSON CAPITAL MANAGEMENT

Office #1: 1415 Vantage Park Dr Ste 250, Charlotte, NC 28203

RIA

CRD#: 140795

Charlotte, NC

Past

July 8, 2025 - July 31, 2026

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

CHARLOTTE, NC

Past

July 8, 2025 - July 31, 2026

PARK AVENUE SECURITIES LLC

CRD#: 46173

CHARLOTTE, NC

Past

September 21, 2020 - December 31, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Charlotte, NC

Past

September 21, 2020 - March 11, 2025

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

Past

July 1, 2019 - May 20, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Charlotte, NC

Past

November 19, 2018 - May 20, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

CHARLOTTE, NC

Past

July 10, 2018 - August 27, 2018

OSAIC FA, INC.

CRD#: 3978

CHICAGO, IL

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".

GUNDERSON CAPITAL MANAGEMENT

GUNDERSON CAPITAL | GUNDERSON CAPITAL MANAGEMENT INC. | GUNDERSON CAPITAL MANAGEMENT

CRD#: 140795 / SEC#: 801-122484

RIA

Registered Investment Advisory firm - (10/21/2021 Approved)

California

Registered Investment Advisory firm - (4/1/2018 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

North Carolina
(8/14/2026)

IAR

Texas
(8/14/2026)

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: 12/6/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/10/2018

General Securities Representative Examination

Current Firm

GUNDERSON CAPITAL MANAGEMENT

GUNDERSON CAPITAL | GUNDERSON CAPITAL MANAGEMENT INC. | GUNDERSON CAPITAL MANAGEMENT

CRD#: 140795 / SEC#: 801-122484

RIA

Registered Investment Advisory firm - (10/21/2021 Approved)

California

Registered Investment Advisory firm - (4/1/2018 Terminated)

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Contact information

Main Address

2072 Willbrook Lane, Mount Pleasant, SC 29466

Mailing Address

Phone number

(760) 846-2046

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GUNDERSON CAPITAL MANGEMENT FORM ADV PART 2A (2/11/2026)

Regulatory assets under management

Total Number of Accounts	1,441
AUM (Assets Under Management)	$ 395,755,965

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 Jellison

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

OSAIC FA, INC.

Primary Firm SEC Registration

GUNDERSON CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 12/6/2018

SIE

Date: 8/27/2018

Series 7

Date: 7/10/2018

Current Firm

GUNDERSON CAPITAL MANAGEMENT

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GUNDERSON CAPITAL MANAGEMENT

TRUST BUT VERIFY

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