AdFi
MH

Matthew H Beggs

Investment Adviser Representative at Edward Jones

Enfield, CTCRD #4627828Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew H. Beggs is an investment adviser representative with Edward Jones in Enfield, CT, where they have been registered since 2022. They have worked in the securities industry since 2005 and have been registered with 7 firms, including The Leaders Group, Inc. and Saybrus Equity Services, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Connecticut.

Office

137 Hazard Ave Suite 3
Enfield, CT 06082

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Connecticut
Broker:
17 states and territories

Arizona, California, Connecticut, Florida, Georgia, Maine, Massachusetts, Michigan, New Hampshire, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Virginia, West Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/24/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 12/14/2006
Series 7
General Securities Representative Examination
Passed 2/2/2022
SIE
Securities Industry Essentials Examination
Passed 7/30/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/16/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Edward JonesCurrent
2/25/2022 – Enfield, CT
THE Leaders Group, Inc.
10/4/2018 – 12/31/2019Summit, NJ
Saybrus Equity Services, Inc
1/4/2016 – 7/30/2018Hartford, CT
THE Leaders Group, Inc.
2/7/2013 – 12/31/2015Summit, NJ
ING Financial Partners, Inc.
8/31/2011 – 12/31/2012Elmira, NY
Lincoln Financial Distributors, Inc.
11/29/2006 – 7/1/2011Hartford, CT
Lincoln Financial Advisors Corporation
5/19/2003 – 11/29/2006Hartford, CT
THE Lincoln National LIFE Insurance Company
5/19/2003 – 11/29/2006Hartford, CT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. SAYBRUS PARTNERS and SAYBRUS EQUITY SERVICES
    Jan 2016 – Aug 2018Hartford, CT
  2. Insurance Services Group
    Aug 2018 – Aug 2019Verona, WI
  3. THE Leaders Group Inc
    Oct 2018 – Dec 2019Littleton, CO
  4. Edward Jones
    Jan 2022 – no end date reportedSt Louis, MO
  5. Stateline Senior Services
    Aug 2019 – Dec 2021Somers, CT

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Edward Jones

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other
Firm account minimum
$25,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23,937
Offices listed on AdvisorFinder:
26
Main office:
St. Louis, MO
SEC file number:
801-3297

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at Edward Jones

Showing 12 of 23,937 in the directory

View Edward Jones firm profile

Similar advisors in Enfield, CT

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew H Beggs has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Matthew H Beggs (Edward Jones) - Fees & Credentials