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Matthew Martin Jehn

ROYAL OAK FINANCIAL GROUP·WORTHINGTON, Ohio
Clean recordROYAL OAK FINANCIAL GROUP
5858 HIGH STREET, WORTHINGTON, OH 43085CRD# 4864985Firm CRD# 166391

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Martin Jehn · WORTHINGTON, OH
Registration
CRD #4864985 · ROYAL OAK FINANCIAL GROUP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Martin Jehn is a registered financial advisor based in WORTHINGTON, Ohio, affiliated with ROYAL OAK FINANCIAL GROUP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ROYAL OAK FINANCIAL GROUP
ROYAL OAK FINANCIAL GROUP
AUM
$171M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ROYAL OAK FINANCIAL GROUP →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4864985
Firm CRD# 166391
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Martin Jehn offer?
Matthew Martin Jehn specializes in Financial Planning, Investment Management. Contact their office in WORTHINGTON, Ohio for a consultation.
What are Matthew Martin Jehn's credentials?
Matthew Martin Jehn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Martin Jehn located?
Matthew Martin Jehn is based in WORTHINGTON, Ohio, working with ROYAL OAK FINANCIAL GROUP. Their office serves clients in the WORTHINGTON metropolitan area and surrounding communities.
How does Matthew Martin Jehn charge for services?
Matthew Martin Jehn's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROYAL OAK FINANCIAL GROUP?
ROYAL OAK FINANCIAL GROUP has approximately 3 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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