Chief Compliance Officer · McNaughton Wealth Management, LLC
Jennifer B Matthews
CRD 6314330 · Named on Form ADV at one SEC-registered adviser
At a glance
McNaughton Wealth Management, LLC, an SEC-registered wealth manager based in SAN Diego, CA with $292 million in regulatory assets, lists Jennifer B Matthews on its Form ADV as Chief Compliance Officer.
Firms and roles
- McNaughton Wealth Management, LLCChief Compliance OfficerWealth manager · SAN Diego, CA · $292M in regulatory assets
AtlasMembers
Jennifer’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Patrick J. McNaughtonManaging Member, McNaughton Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.