Matthew P. Jones

QUANTS COMPETE

BRENTWOOD, TN 37027

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CRD#: 7351426

Professional summary

Matthew Philip Jones is a registered financial advisor currently at QUANTS COMPETE located in Brentwood, Tennessee.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew has worked at 1 firm and has passed the Series 65 and SIE 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.

Cox Private Capital; Cox Specialized Commercial Property Fund, LP; 365 Fifth Ave, Naples, Florida 34102; Chief Compliance Officer; 01/2024 - Present; on average approximately 10 hours per week is devoted to this role.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Philip Jones'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

January 6, 2025 - Present

QUANTS COMPETE

Office #1: 785 Old Hickory Blvd. Suite 301, Brentwood, TN 37027

RIA

CRD#: 313310

BRENTWOOD, TN

Past

December 17, 2024 - December 31, 2024

QUANTS COMPETE

RIA

CRD#: 313310

BRENTWOOD, TN

Past

April 23, 2024 - December 2, 2024

QUANTS COMPETE

RIA

CRD#: 313310

BRENTWOOD, TN

Past

May 6, 2021 - December 31, 2022

QUANTS COMPETE

RIA

CRD#: 313310

Rocklin, CA

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

Tennessee
(1/6/2025)

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 65

Date: 1/30/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 7/29/2023

Securities Industry Essentials Examination

Current Firm

QUANTS COMPETE

QUANTS COMPETE | ROCKETTRADER INC. | QUANTS COMPETE INC.

CRD#: 313310 / SEC#: 801-121136

RIA

Registered Investment Advisory firm - (12/2/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (1/6/2025 Approved)

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).

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Contact information

Main Address

785 Old Hickory Blvd. Suite 301, Brentwood, TN 37027

Mailing Address

Phone number

(334) 332-3007

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 2,012,739

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 P. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

QUANTS COMPETE

QUANTS COMPETE

QUANTS COMPETE

QUANTS COMPETE

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2021

SIE

Date: 7/29/2023

Current Firm

QUANTS COMPETE

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUANTS COMPETE

TRUST BUT VERIFY

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