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Jonathan Foster Matthews

WEALTHFRONT ADVISERS LLC·PALO ALTO, California
Series 14, Series 63Clean recordWEALTHFRONT ADVISERS LLC
261 HAMILTON AVE., PALO ALTO, CA 94301CRD# 6844950Firm CRD# 148456

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Foster Matthews · PALO ALTO, CA
Registration
CRD #6844950 · WEALTHFRONT ADVISERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 14
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WEALTHFRONT ADVISERS LLC
CRD 148456 · SEC 801-69766
AUM
$35.9B
Regulatory assets under management
Employees
324
536,340 client accounts
Services offered by WEALTHFRONT ADVISERS LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WEALTHFRONT ADVISERS LLC →
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04

Frequently Asked Questions

What services does Jonathan Foster Matthews offer?
Jonathan Foster Matthews specializes in Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.
What are Jonathan Foster Matthews's credentials?
Jonathan Foster Matthews is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Foster Matthews located?
Jonathan Foster Matthews is based in PALO ALTO, California, working with WEALTHFRONT ADVISERS LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.
How does Jonathan Foster Matthews charge for services?
Jonathan Foster Matthews's firm is compensated through percentage of aum, other: revenue share with affiliate - bd. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHFRONT ADVISERS LLC?
WEALTHFRONT ADVISERS LLC has approximately 324 employees and manages $35.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTHFRONT ADVISERS LLC

Emily Wilson Asante
PALO ALTO, CA
Alan Dean Imberman
PALO ALTO, CA
CFA

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Research
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