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RIA / WealthAdvisor21 years in industry

MATTHEW THOMAS JACKSON

Advisor at ROYAL FUND MANAGEMENT, LLC

LADY LAKE, FL | Fort Collins, CO

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Search this name across graphsid dfx:ria:35ec5bae-fd2a-c827-2b35-25abfc551c42

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 7, 2011 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: ROYAL FUND MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Aug 10, 2011
First registration: Oct 7, 2011
Dual registered: no
Other names: MATT JACKSON|MATTHEW T JACKSON
IAPD individual key: 4407441

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
ROYAL FUND MANAGEMENT, LLC	Independent wealth	Dec 16, 2015	n/a	yes	LADY LAKE, FL\|Fort Collins, CO	Current employment
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Aug 25, 2014	Jan 4, 2016	no	FORT COLLINS, CO	Previous registration
ROYAL FUND MANAGEMENT, LLC	Independent wealth	May 10, 2013	Aug 28, 2014	no	FORT COLLINS, CO\|LADY LAKE, FL	Previous registration
AMERICAN ELITE RETIREMENT	n/a	Oct 7, 2011	Sep 13, 2013	no	FORT COLLINS, CO	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
BROOKSTONE WEALTH ADVISORS, LLC	ROYAL FUND MANAGEMENT, LLC	Jan 4, 2016	Dec 16, 2015	-19	Firm change	Other
ROYAL FUND MANAGEMENT, LLC	BROOKSTONE WEALTH ADVISORS, LLC	Aug 28, 2014	Aug 25, 2014	-3	Firm change	Other
AMERICAN ELITE RETIREMENT	ROYAL FUND MANAGEMENT, LLC	Sep 13, 2013	May 10, 2013	-126	Firm change after gap	Other

Relationships

Registered with (3)

→ ROYAL FUND MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 10, 2013 to Aug 28, 2014factForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 25, 2014 to Jan 4, 2016factForm ADV
→ AMERICAN ELITE RETIREMENTRegistered adviserregistration: previous registration
Oct 7, 2011 to Sep 13, 2013factForm ADV

Dated events

No dated event names this entity yet.