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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

Matthew Behrendt

Advisor at EDWARD JONES

Santee, CA | ST. LOUIS, MO

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Search this name across graphsid dfx:ria:2ed2513c-5510-22a7-73a9-7f4fa215eb85

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Nov 13, 2015 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 12, 2015
First registration: Nov 13, 2015
Dual registered: yes, broker-dealer
Other names: Matthew Marshall Behrendt|Matthew Behrendt
IAPD individual key: 6066980

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	May 10, 2023	n/a	yes	Santee, CA\|ST. LOUIS, MO	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 20, 2018	May 10, 2023	no	SAN DIEGO, CA	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Jul 20, 2018	Aug 7, 2018	no	SAN DIEGO, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 19, 2018	Jun 25, 2018	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 16, 2017	Mar 12, 2018	no	SAN DIEGO, CA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 7, 2016	Feb 21, 2017	no	LA JOLLA, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 13, 2015	Feb 3, 2016	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	EDWARD JONES	May 10, 2023	May 10, 2023	0	Firm change	Ibd to ibd
SAGEPOINT FINANCIAL, INC.	LPL FINANCIAL LLC	Aug 7, 2018	Sep 20, 2018	44	Firm change	Ibd to RIA
LPL FINANCIAL LLC	SAGEPOINT FINANCIAL, INC.	Jun 25, 2018	Jul 20, 2018	25	Firm change	RIA to ibd
COMMONWEALTH FINANCIAL NETWORK	LPL FINANCIAL LLC	Mar 12, 2018	Mar 19, 2018	7	Firm change	Ibd to RIA
MML INVESTORS SERVICES, LLC	COMMONWEALTH FINANCIAL NETWORK	Feb 21, 2017	Feb 16, 2017	-5	Firm change	Other
LPL FINANCIAL LLC	MML INVESTORS SERVICES, LLC	Feb 3, 2016	Mar 7, 2016	33	Firm change	Other

Relationships

Registered with (5)

→ EDWARD JONESRegistered adviserregistration: current employment
May 10, 2023 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 20, 2018 to May 10, 2023factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Jul 20, 2018 to Aug 7, 2018factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Feb 16, 2017 to Mar 12, 2018factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 7, 2016 to Feb 21, 2017factForm ADV

Dated events

Occurred
May 10, 2023
Advisor changed firm
Matthew Behrendt left Lpl Financial Llc for Edward Jones (registered 2023-05-10)
Form ADVobserved 4 days ago