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Advisors / Texas / Georgetown
2yrs

Matthew Capper

Financial advisor at Edward Jones

Based in Georgetown, Texas, Matthew Capper is a fiduciary financial advisor with 2 years of industry experience. Matthew has been with Edward Jones since 2024. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.

One of 137 advisors with offices in Georgetown, and one of 124 fiduciaries.

Georgetown, TX 78633Fiduciary advisor
Call Edward JonesDirections

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
Office4869 Williams Dr Building 1 Suite 101, Georgetown, TX 78633
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state

Services through Edward Jones

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Oct 2024 – now
    Edward JonesCurrent firm

Questions to ask Matthew

Tailored to Matthew’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Matthew

How do I contact Matthew?

Call Edward Jones at (314) 515-2000 and ask for Matthew Capper. Matthew works from the Georgetown, TX office.

How long has Matthew been a financial advisor?

Matthew has been in the industry since 2024, about 2 years. 2 years in the industry.

What licenses does Matthew hold?

Series 66. Tap any license on this page to see what it allows.

Is Matthew a fiduciary?

Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Matthew paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Matthew for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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