Unclaimed Profile

Matthew Ridgway Jones

LEGACY CAPITAL WEALTH PARTNERS, LLC·LITTLE ROCK, Arkansas

SIE, Series 6, Series 7, Series 63, Series 65, Series 99TOCFPClean record28 years registeredLEGACY CAPITAL WEALTH PARTNERS, LLC

8315 CANTRELL ROAD, LITTLE ROCK, AR 72227CRD# 2557927Firm CRD# 291960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Ridgway Jones · LITTLE ROCK, AR

Registration

CRD #2557927 · LEGACY CAPITAL WEALTH PARTNERS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

LEGACY CAPITAL WEALTH PARTNERS, LLC

Mar 2018 – present

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – Mar 2018

LITTLE ROCK, AR

NFP ADVISOR SERVICES, LLC

Apr 1998 – Sep 2016

LITTLE ROCK, AR

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · April 2, 1998

Years registered · 28

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY CAPITAL WEALTH PARTNERS, LLC

CRD 291960 · SEC 801-112442

AUM

$1.1B

Regulatory assets under management

Employees

2,360 client accounts

Services offered by LEGACY CAPITAL WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY CAPITAL WEALTH PARTNERS, LLC →

Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LITTLE ROCK?

Browse all registered financial advisors in LITTLE ROCK, Arkansas or claim this profile if it's yours.

Browse LITTLE ROCK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew Ridgway Jones offer?

Matthew Ridgway Jones specializes in Financial Planning, Investment Management. Contact their office in LITTLE ROCK, Arkansas for a consultation.

What are Matthew Ridgway Jones's credentials?

Matthew Ridgway Jones holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Ridgway Jones located?

Matthew Ridgway Jones is based in LITTLE ROCK, Arkansas, working with LEGACY CAPITAL WEALTH PARTNERS, LLC. Their office serves clients in the LITTLE ROCK metropolitan area and surrounding communities.

How does Matthew Ridgway Jones charge for services?

Matthew Ridgway Jones's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY CAPITAL WEALTH PARTNERS, LLC?

LEGACY CAPITAL WEALTH PARTNERS, LLC has approximately 24 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →