Unclaimed Profile

Matthew Martin Jehn

ROYAL OAK FINANCIAL GROUP·WORTHINGTON, Ohio

SIE, Series 7, Series 24, Series 66CFP18 years registeredROYAL 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 · 18 years registered

Brand Profile

Not yet started

Career History

ROYAL OAK FINANCIAL GROUP

Feb 2013 – present

WRP INVESTMENTS, INC.

Mar 2010 – Mar 2013

WORTHINGTON, OH

H. BECK, INC.

Oct 2007 – Mar 2010

WORTHINGTON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · October 4, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

1987Criminal·Final Disposition

1985Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ROYAL OAK FINANCIAL GROUP

CRD 166391 · SEC 801-122701

AUM

$171M

Regulatory assets under management

Employees

265 client accounts

Services offered by ROYAL OAK FINANCIAL GROUP

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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

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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