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Matt + Adams - Financial Advisor in Eugene, OR

Paladin Research Report For:

Matt Adams

Jones & Roth

CFP® ChFC® CLU®
260 Country Club Rd
#100
Eugene, OR 97401
541-434-7320

About Matt Adams

Financial Advisory Services

Our expertise is in utilizing integrated tax & investment strategy to spot strategic opportunities for both your business and for you as an individual.

Investment Planning

Chances are you have had changes in your life since you last reviewed your investment portfolio, and the investment strategy that once was adequate for the future you had in mind may no longer be appropriate. As your financial goals and needs change, your investment strategy may need to change to meet those goals and needs.

Remember that your investments affect other elements of your financial plan such as estate planning, education planning, and retirement planning. Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. Jones & Roth has representatives licensed in AZ, CA, CO, FL, GA, HI, IL, IN, MA, MT, NC, NV, OH, OR, TX, UT, WA & WY. This is not an offer to sell securities in any other state or jurisdiction.

Retirement Planning

No cookie cutter approach

You may look forward to retirement as a time to savor the finer things in life, and as a reward for many years of hard work.

Retirement dreams can inspire you, but you need to set goals if your retirement is to live up to your aspirations.

We can help you start addressing the challenges planning for your retirement holds. We can analyze your current retirement plan and help make sure you are working steadily towards your goals.

See Disclosures

General Information

Firm Start Year
  • 2002
No. of Employees
  • 5-9
CRD#
  • 2354504
Firm CRD#
  • 30349
Name of Broker/Dealer
  • Avantax Investment Services
Name of Custodial Firm
  • National Financial Services
Years of Experience in Financial Services
  • 20
Number of Years with Current Firm
  • 8
Work Experience
  • I earned the CERTIFIED FINANCIAL PLANNER designation in 2004.
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
  • Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Retirement Planning, Portfolio Management, Financial Planning

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, CLU®, ChFC®
Securities Licenses
  • Series 4, Series 7, Series 63, Series 65
Insurance and Annuity Licenses
  • Disability, Annuity, Long Term Care, Life, Variable Life, Variable Annuity
Financial Organization Memberships
  • Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients
  • 200_
Advisor's Number of Planning Clients
  • 50
Assets Managed by Advisor
  • $125,000,000

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $100,000
Compensation Methods
  • Commissions, Based on Assets, Flat Fee
Fee % Based on Assets
  • 1% - 1.25
Additional Details on Charges
  • Financial Planning fees start at $500

    Investment advisory Fee ranges from 1% to 1.25%

    If a commission based solution is used, it is fully disclosed and no fee is charged on the account.

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1881391/paladinregistry-jones-&-roth-detailed-disclosure

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