Chief Compliance Officer · Wealthfront Advisers LLC
Jonathan F. Matthews
CRD 6844950 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Wealthfront Advisers LLC, an SEC-registered wealth manager based in Palo Alto, CA with $47.7 billion in regulatory assets, lists Jonathan F. Matthews on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Jonathan at 1 other registered adviser.
Firms and roles
- Wealthfront Advisers LLCChief Compliance OfficerWealth manager · Palo Alto, CA · $48B in regulatory assets
- Wealthfront Strategies LLCChief Compliance Officer & SecretaryAsset manager · Palo Alto, CA · $112M in regulatory assets
AtlasMembers
Jonathan’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Burton G. MalkielChief Investment Officer, Wealthfront Advisers LLC
- Alan D. ImbermanChief Financial Officer, Wealthfront Advisers LLC
- Lauren D LinSecretary, Wealthfront Advisers LLC
- David FortunatoChief Executive Officer, Wealthfront Advisers LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.