This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WELLS FARGO ADVISORS

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Feb 25, 2017

First registration

Oct 16, 2017

Dual registered

yes, broker-dealer

Other names

MATTHEW D JONES|MATTHEW JONES

IAPD individual key

6532995

• Occurred

  Nov 5, 2024
  Advisor changed firm

  Matthew David Jones left J.P. Morgan Securities Llc for Wells Fargo Advisors (registered 2024-11-04)

  Form ADVobserved 4 days ago
• Occurred

  Jan 23, 2024
  Advisor changed firm

  Matthew David Jones left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2024-01-25)

  Form ADVobserved 4 days ago
• Occurred

  Oct 24, 2022
  Advisor changed firm

  Matthew David Jones left Rbc Capital Markets, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-11-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0ae1ffa7-af62-4f8d-23a6-32e669eb0e38

First observed

Oct 16, 2017

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.