wiseradvisor

Matthew Fallesen
Edward Jones

Tel: 951-764-9132
27555 Ynez Rd
Ste 204
Temecula, CA 92591

Making sense of investing

Edward Jones | Financial Advisor in Temecula ,CA

About Edward Jones

Full service financial advising and investment firm focused on what's important to your family or business. We will use our established process to partner with you on your long and short term financial goals.


General Information

Firm Start Year:   2017
No.of Employees:   2-4
Insurance License#:   0H39657
Name of Broker/Dealer:   Edward Jones
Name of Custodial Firm:   Edward Jones Trust Company
States Licensed in:   AZ,CA,IA,KS,MT,NE,NJ,NV,OH,TX,UT,VA,WA,WY
Number of Years with Current Firm:   2
I work with the following types of clients:   Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors


Services

Investment Types:   Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Phone, At my office, At your home, Via Email, At your office, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Accident, Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life, Health


Firm Information

Advisor's Number of Clients:   80
Advisor's Number of Managed Clients:   80
Advisor's Number of Planning Clients:   80
Assets Managed by Advisor:   $20,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Based on Assets
Fee % Based on Assets:   1.35


Education

MBA - Global Business  University of Phoenix
11/01/2007-11/01/2009



Faqs

  • Do you have a customer satisfaction or refund policy? yes
  • What are your qualifications? What is your education background? see bio
  • What is your approach to financial planning? holistic, long-term approach with quality investments
  • What services do you offer? Stocks, bonds, mutual funds, ETFs, life insurance, long term care, disability insurance, money markets and bank accounts, overall financial strategy
  • How many clients do you currently manage? 80
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Matthew Fallesen

Matthew Fallesen

MBA

As your Edward Jones financial advisor, I am passionate about what is important to YOU! We will use our established process to partner with you to help you reach your financial goals. Our technology is second to none and our inventory of products is full of quality investments to tailor make something that suits your needs.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Social Networks

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