Matthew Andreas has been an investment adviser representative at Investment Partners since June 2017, and is not listed among the firm’s executive officers or direct owners.
Investment Partners LTD is a New Philadelphia, OH firm with $892M under management, 938 clients and 11 advisers across 8 offices, as of its May 2026 filing.
Matthew Andreas’ longest registration is the current one, 9 years at Commonwealth Financial Network since 2017. Before joining Investment Partners in 2017, Matthew Andreas was registered through J.P. Morgan Asset Management and JPMorgan Asset Management.
- Rea Wealth ManagementCurrent– present · 9 yearsDublin, OH · Adviser representative · Firm CRD 108913
- Commonwealth Financial NetworkAlso current– present · 9 yearsAdviser representative and broker · Firm CRD 8032
- J.P. Morgan Asset Management– · 3 yearsNew York, NY · Adviser representative · Firm CRD 107038
- JPMorgan Asset Management– · 1 yearColumbus, OH · Adviser representative · Firm CRD 107247
Investment adviser representative registrations
Matthew Andreas is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2017; the most recent is Texas, in October 2022.
- OhioSince 23 June 2017
- TexasResidentSince 18 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 26 November 2014 |
| Series 66 | Uniform Combined State Law Examination | 6 August 2004 |
| Series 7 | General Securities Representative Examination | 22 December 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 October 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 October 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew William Andreas
- CRD
- 2954129
- Firm
- Investment Partners · CRD 108913
- Office
- 5775 Perimeter Drive, Suite 110, Dublin, OH 43017
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Matthew Andreas work?
Matthew Andreas is an investment adviser representative registered through Investment Partners LTD since June 2017, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Andreas a financial advisor?
Yes. Matthew Andreas has a current investment-adviser registration in Ohio and Texas, through Investment Partners since June 2017.
How many years of experience does Matthew Andreas have?
Matthew Andreas has 27 years in the financial industry, since March 1999, across 4 adviser firms.
What exams has Matthew Andreas passed?
Matthew Andreas has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 66 and Series 24. The earliest, the Series 6, was passed in October 1997. FINRA credited Matthew Andreas with the SIE, which began in October 2018.
Where did Matthew Andreas work before Investment Partners?
Before Investment Partners, Matthew Andreas was registered through J.P. Morgan Asset Management, January 2006 to November 2009; JPMorgan Asset Management, August 2004 to December 2005.
Where is Matthew Andreas based?
Matthew Andreas’ registered office is in Dublin, OH.
Is Matthew Andreas registered with FINRA?
Yes. Matthew Andreas has a current broker registration, under CRD 2954129.
Source: FINRA BrokerCheck
How can I verify Matthew Andreas’ record?
Search CRD 2954129 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Matthew Andreas’ full registration record.
