Career
Jonathan Matthews has been Chief Compliance Officer of Wealthfront Advisers since May 2020. Jonathan Matthews is a control person of the firm and directly owns under 5% of it.
Wealthfront Advisers LLC is a Palo Alto, CA firm with $47.7B under management, 518,639 clients and 24 advisers in one office, as of its July 2026 filing.
No adviser firm registrations are on Jonathan Matthews’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 6 May 2024 |
| Series 14 | Compliance Officer Examination | 14 August 2020 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Compliance Officer Examination
Individual record
- Full name
- Jonathan Foster Matthews
- CRD
- 6844950
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jonathan Matthews work?
Jonathan Matthews has been Chief Compliance Officer of Wealthfront Advisers LLC since May 2020, and is a control person of the firm.
Does Jonathan Matthews have a current investment-adviser registration?
Jonathan Matthews has a current broker registration and no current investment-adviser registration.
What exams has Jonathan Matthews passed?
Jonathan Matthews has passed 2 licensing exams: the Series 14 and Series 63. The earliest, the Series 14, was passed in August 2020.