Matthew Jarrell has been an investment adviser representative at St. Louis Financial Planners Asset Management since June 2017, and is not listed among the firm’s executive officers or direct owners.
St. Louis Financial Planners Asset Management, LLC is a Chesterfield, MO firm with $234M under management, 446 clients and 2 advisers in one office, as of its September 2026 filing.
Matthew Jarrell’s longest registration is the current one, 13 years at St. Louis Financial Planners Inc. since 2013. Before joining St. Louis Financial Planners Asset Management in 2017, Matthew Jarrell was registered through Axa Advisors, LLC and Oneamerica Securities, Inc.
- – present · 9 yearsChesterfield, MO · Adviser representative · Firm CRD 106999
- St. Louis Financial Planners Inc.Also current– present · 13 yearsChesterfield, MO · Adviser representative · Firm CRD 105511
- Axa Advisors, LLC– · 3 yearsClayton, MO · Adviser representative · Firm CRD 6627
- Oneamerica Securities, Inc.– · under a yearSt Louis, MO · Adviser representative · Firm CRD 4173
Investment adviser representative registrations
Matthew Jarrell is registered as an investment adviser representative in 2 states. The first approvals date from June 2013; the most recent is Texas, in December 2018.
- MissouriSince 28 June 2013
- TexasSince 21 December 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 November 2009 |
| Series 7 | General Securities Representative Examination | 21 September 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 July 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 June 2009 |
- Name
- Uniform Investment Adviser 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 Joseph Jarrell
- CRD
- 5663687
- Firm
- St. Louis Financial Planners Asset Management · CRD 106999
- Office
- 16091 SWINGLEY RIDGE RD., SUITE 345, Chesterfield, MO 63017
- Registration
- Investment adviser registration
- In the industry since
- December 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Jarrell work?
Matthew Jarrell is an investment adviser representative registered through St. Louis Financial Planners Asset Management, LLC since June 2017, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Jarrell a financial advisor?
Yes. Matthew Jarrell has a current investment-adviser registration in Missouri and Texas, through St. Louis Financial Planners Asset Management since June 2017.
How many years of experience does Matthew Jarrell have?
Matthew Jarrell has 16 years in the financial industry, since December 2009, across 4 adviser firms.
What exams has Matthew Jarrell passed?
Matthew Jarrell has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in June 2009.
Where did Matthew Jarrell work before St. Louis Financial Planners Asset Management?
Before St. Louis Financial Planners Asset Management, Matthew Jarrell was registered through Axa Advisors, LLC, May 2010 to July 2013; Oneamerica Securities, Inc., November 2009 to April 2010.
Where is Matthew Jarrell based?
Matthew Jarrell’s registered office is in Chesterfield, MO.
Is Matthew Jarrell registered with FINRA?
No. Matthew Jarrell has no current broker registration.
How can I verify Matthew Jarrell’s record?
Search CRD 5663687 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Jarrell’s full registration record.