Matthew Jehn has been Managing Member - CCO of Royal Oak Financial Group since December 2012, is a control person of the firm and directly owns 75% or more of it.
Royal Oak Financial Group is a Worthington, OH firm with $416M under management, 412 clients and 0 advisers across 2 offices, as of its August 2026 filing.
Matthew Jehn’s longest registration is the current one, 13 years at Royal Oak Financial Group since 2013. Before joining Royal Oak Financial Group in 2013, Matthew Jehn was registered through WRP Investments, Inc. and H. Beck, Inc.
- Royal Oak Financial GroupCurrent– present · 13 yearsWorthington, OH · Adviser representative · Firm CRD 166391
- WRP Investments, Inc.– · 2 yearsWorthington, OH · Adviser representative · Firm CRD 7365
- H. Beck, Inc.– · 2 yearsWorthington, OH · Adviser representative · Firm CRD 1763
Investment adviser representative registrations
Matthew Jehn is registered as an investment adviser representative in 2 states. The first approvals date from February 2013; the most recent is Florida, in April 2019.
- FloridaSince 12 April 2019
- OhioSince 26 February 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 13 July 2009 |
| Series 66 | Uniform Combined State Law Examination | 10 November 2006 |
| Series 7 | General Securities Representative Examination | 17 February 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Martin Jehn
- CRD
- 4864985
- Firm
- Royal Oak Financial Group · CRD 166391
- Role
- Managing Member - CCO
- Office
- 5858 HIGH STREET, Worthington, OH 43085
- Registration
- Investment adviser registration
- In the industry since
- March 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Jehn work?
Matthew Jehn has been Managing Member - CCO of Royal Oak Financial Group since December 2012, and is a control person of the firm.
Is Matthew Jehn a financial advisor?
Yes. Matthew Jehn has a current investment-adviser registration in Florida and Ohio, through Royal Oak Financial Group since February 2013.
How many years of experience does Matthew Jehn have?
Matthew Jehn has 21 years in the financial industry, since March 2005, across 3 adviser firms.
What exams has Matthew Jehn passed?
Matthew Jehn has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in February 2005. FINRA credited Matthew Jehn with the SIE, which began in October 2018.
Where did Matthew Jehn work before Royal Oak Financial Group?
Before Royal Oak Financial Group, Matthew Jehn was registered through H. Beck, Inc., October 2007 to March 2010.
Where is Matthew Jehn based?
Matthew Jehn’s registered office is in Worthington, OH.
Is Matthew Jehn registered with FINRA?
No. Matthew Jehn has no current broker registration.
How can I verify Matthew Jehn’s record?
Search CRD 4864985 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Jehn’s full registration record.