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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Matthew Jellison

Advisor at GUNDERSON CAPITAL MANAGEMENT

MOUNT PLEASANT, SC | Charlotte, NC

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Search this name across graphsid dfx:ria:68b155d9-9432-c620-cde4-c2286b1b3e57

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 1, 2019 to Sep 14, 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: GUNDERSON CAPITAL MANAGEMENT
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: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 6, 2018
First registration: Jul 1, 2019
Dual registered: no
Other names: MATTHEW EDWARD JELLISON|Matt Jellison|MATTHEW JELLISON
IAPD individual key: 6794604

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
GUNDERSON CAPITAL MANAGEMENT	Independent wealth	Aug 14, 2026	n/a	yes	Charlotte, NC\|MOUNT PLEASANT, SC	Current employment
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Jul 8, 2025	Jul 31, 2026	no	CHARLOTTE, NC	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Sep 21, 2020	Dec 31, 2024	no	Charlotte, NC	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jul 1, 2019	May 20, 2020	no	Charlotte, NC	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
PARK AVENUE SECURITIES LLC	GUNDERSON CAPITAL MANAGEMENT	Jul 31, 2026	Aug 14, 2026	14	Firm change	Ibd to RIA
VANGUARD ADVISERS, INC.	PARK AVENUE SECURITIES LLC	Dec 31, 2024	Jul 8, 2025	189	Firm change	Ibd to ibd
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	VANGUARD ADVISERS, INC.	May 20, 2020	Sep 21, 2020	124	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ GUNDERSON CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Aug 14, 2026 to presentfactForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Jul 8, 2025 to Jul 31, 2026factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Sep 21, 2020 to Dec 31, 2024factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jul 1, 2019 to May 20, 2020factForm ADV

Dated events

Occurred
Jul 31, 2026
Advisor changed firm
Matthew Jellison left Park Avenue Securities Llc for Gunderson Capital Management (registered 2026-08-14)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Matthew Jellison left Vanguard Advisers, Inc. for Park Avenue Securities Llc (registered 2025-07-08)
Form ADVobserved 6 days ago