Matthew Edmonds
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Tamaqua, PA 18252-1405
Credentials
Series 66
Industry experience
10 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
General estate planning guidance
Wealth management
General retirement planning
Work history
Edward Jones
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Melissa V
Series 66
Orwigsburg, PA
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Robert E
Series 66
Pottsville, PA
Ameriprise
Taunia G
CFP®, Series 63
Schuylkill Haven, PA
Edward Jones
Courtney C
Series 66
Jim Thorpe, PA
Merrill
Courtney Clements is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2009 and focuses on delivering comprehensive wealth management strategies tailored to individual client needs. Courtney's approach emphasizes listening to clients and helping them make informed decisions to develop personalized financial plans. Her areas of expertise include college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Courtney holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree and an Accredited Certificate from Cedar Crest College. Beyond her professional work, Courtney is involved in community activities such as Junior Achievement and the PTA. Her personal interests include biking, cooking, gardening, music, reading, running, skiing, spending time with family, traveling, and yoga.
Thomas S
Series 63, Series 66
Hazleton, PA
Edward Jones
Frederick Y
CFA®, Series 63
Cressona, PA
Yuenling Asset Management
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