Nancy Matthews

Financial advisor at Edward Jones · Darlington, SC

Last updated 2026-10-10

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Nancy Matthews is a financial advisor at Edward Jones in Darlington, SC, CRD 6326356. Licenses and exams on the registration: Series 66. IAPD registration began 2014-07-24.

Registration

CRD number
6326356
Registration status
Active
IAPD registration
2014-07-24
Industry Experience
12 years
Work Experience
12 years
States registered
SC

Licenses and exams

  • Series 66

Work history

  • 2014-04 to 2017-10 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Camden, SC
  • 2014-09 to 2017-10 · Bank of America, N.A. · Camden, SC
  • 2017-10 to Present · Edward Jones · Saint Louis, MO

Current employment

SEC IAPD record for Nancy Matthews

Edward Jones

Regulatory AUM
$1,013,608,323,988
Registered advisors
24,147
Offices
15,412
Clients per advisor
168.5 (High)
Average AUM per client
$249.1K (Low)
High-net-worth client ratio
9.2% (Low)

Edward Jones: advisors, services and reported ETF investments

About

Nancy Matthews is a financial advisor at Edward Jones in Darlington, SC. Reported securities licenses include Series 66. The latest record indicates 12 years of industry experience and 12 years of reported work history. Reported roles include Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SEC disclosures list additional business and community activities: Duke Energy Advisory Board Florence; Greater Darlington Chamber Of Commerce Darlington: The organization's mission is to promote business and quality of life in the community; Secretary as of 2/19; Florence Symphony Guild Florence; Darlington Kiwanis Club Darlington: Responsible for programs presented at bi-monthly meetings; Florence Symphony Board Florence: Lead the team to make positive decisions to direct the health and viability of the orchestra; Darlington County Professional Women Darlington: No other responsibilities.

Edward Jones' firm-level Form ADV reports 24,147 advisors across 15,412 offices; approximately 168.5 clients per advisor, average assets per client of $249,085, and regulatory AUM of $1T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Edward Jones on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency

Location

66 Public Square, Darlington, SC 29532

1 advisor at this office.

Edward Jones office in Darlington, SC

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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