Matthew Deming
Phoenix,AZ
Summary
Dynamic leader with a proven track record at Edward Jones Investments, excelling in strategic problem-solving and financial portfolio construction. Elevated IT project efficiency by 50% and doubled advisor retention through innovative training programs. Demonstrates exceptional communication and leadership, adept in Bloomberg and Morningstar. Achieved a 12% increase in client service excellence scores, showcasing adaptability and client-focused problem-solving.
Overview
14
14
years of professional experience
Work History
Securities Information Manager
Edward Jones Investments
Tempe, USA
03.2021 - Current
- Analyzed and maintained securities pricing data utilized firm-wide
- Inspected asset reports for the US and Canada, monitoring discrepancies in total firm assets under management (AUM)
- Examined transferred assets for viability and accurate pricing in client statements and online access accounts
- Collaborated with IT teams to provide feedback on system updates, ensuring client holdings accuracy
- Partnered with leadership colleagues to achieve firm-wide initiatives
- Improved IT project efficiency by 50%
Senior Financial Advisor Training Leader
Edward Jones Investments
Tempe, USA
08.2012 - 02.2021
- Led financial advisors to exceed performance goals within 12–24 months through tailored training and guidance
- Collaborated with advisors to develop and review business plans, optimizing client sourcing strategies
- Mentored advisors to improve client interactions and portfolio presentations, doubling the firm’s advisor retention rate
- Cultivated relationships with regional leadership across 300 regions, placing 60% of advisors in asset-sharing or new office opportunities
- Designed and delivered in-person and virtual training sessions covering financial products, portfolio construction, and client engagement strategies
- Enhanced curriculum to improve compliance and advisor knowledge
Financial Advisor
Edward Jones Investments
Tempe, USA
01.2011 - 07.2012
- Transitioned $182 million in assets under management across 12 independent branches
- Developed customized portfolios to meet client goals and aspirations
- Resolved branch and client operational issues through strategic problem-solving
- Increased client service excellence survey scores by 12%
Education
MBA - Financial Planning
California Lutheran University
04-2026
Bachelor of Science - Double Major: Economics & Finance
University of Nevada, Reno
05.2007
Skills
- Strong written and verbal communication
- Competency-based and solutions-focused coaching
- Client-focused problem-solving
- Team collaboration and leadership
- Adaptability to change
- Strategic problem-solving and analytical skills
- Financial products, tools, and portfolio construction expertise
- Bloomberg and Morningstar proficiency
- Microsoft Office Suite expertise
- Multi-tasking and prioritization
- Black Belt in Tae Kwon Do
Professionallicenses
- Certified Financial Planner (CFP), TBD
- Chartered Retirement Planning Counselor (CRPC), 06/01/18
- Insurance License (Life and Health), 07/01/11
- FINRA Series 66, 04/01/09
- FINRA Series 7, 02/01/09
Timeline
Securities Information Manager
Edward Jones Investments
03.2021 - Current
Senior Financial Advisor Training Leader
Edward Jones Investments
08.2012 - 02.2021
Financial Advisor
Edward Jones Investments
01.2011 - 07.2012
MBA - Financial Planning
California Lutheran University
Bachelor of Science - Double Major: Economics & Finance
University of Nevada, Reno
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