RETIREMENT WEALTH MANAGEMENT GROUP - Key Persons


Matthew Jarrell

Job Titles:
  • Investment Advisor
  • Representative
  • Certified Fund Specialist CFS®
  • Securities and Advisory Services Offered through LPL Financial. a Registered Investment Advisor. Member FINRA & SIPC
Matthew Jarrell is an Investment Advisor Representative with LPL Financial and he is the founder of DocSpot Financial, an online investment resource for medical professionals. His experience includes working with high net worth investors with a focus on medical professionals and small business owners. His investment philosophy is progressive and rooted in the endowment models. Partnering with professional research firms allows Matthew to do what he does best which is focus on the client for service and support. Matthew is a contributing writer for Investopedia, an online information and news source for investors and investment professionals.