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Detailed Report
Matthew Phillip Adragna
MATTHEW P ADRAGNA, MATTHEW ADRAGNA
CRD#: 6315359
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 17528 YORBA LINDA BLVD
Yorba Linda, CA 92886-3825
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2014 - 2021 (6 years)2 FIRMS2021 - 2024 (2 years)2 FIRMS2024 - Present (1 year)
License(s)

State Registrations

B
Arizona 1/26/2024
B
Nevada 1/26/2024
B
California 1/26/2024
B
Oregon 4/11/2024
IA
California 1/29/2024
B
South Carolina 1/26/2024
B
Idaho 1/26/2024
B
Tennessee 6/24/2024
B
Kentucky 9/3/2024
B
Utah 3/11/2024
B
Maryland 3/19/2024
B
Virginia 2/2/2024
B
Michigan 10/24/2024
B
Washington 10/4/2024

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
17528 YORBA LINDA BLVD, Yorba Linda, CA 92886-3825
Registered with this firm since 1/29/2024
B
EDWARD JONES (CRD#:250)
17528 YORBA LINDA BLVD, Yorba Linda, CA 92886-3825
Registered with this firm since 1/26/2024
Previous Registration(s)
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IA
 03/08/2021 - 01/31/2024 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) IRVINE, CA
B
 03/08/2021 - 01/31/2024 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) IRVINE, CA
IA
 07/03/2014 - 03/09/2021 EDWARD JONES (CRD#:250) LAKE HAVASU CITY, AZ
B
 05/29/2014 - 03/09/2021 EDWARD JONES (CRD#:250) LAKE HAVASU CITY, AZ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.