Joel Mattix

Analyst-Equity at LPL Financial LLC

Finance

Consumer Services

Profile

Joel Edward Mattix is currently a Vice President at LPL Financial LLC since 2018.
Previously, he worked as an Investment Management Analyst at Morgan Stanley Smith Barney Private Management LLC from 1999 to 2005.
Mr. Mattix holds an MBA from San Diego State University, and he completed his undergraduate studies at Elmhurst College.

Joel Mattix active positions

Companies	Position	Start
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.	Analyst-Equity	2006-01-31

All active positions of Joel Mattix

Former positions of Joel Mattix

Companies	Position	End
Morgan Stanley Smith Barney Private Management LLC Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC.	Analyst-Equity	2004-12-31

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Training of Joel Mattix

Elmhurst College	Undergraduate Degree
San Diego State University	Masters Business Admin

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Linked companies

Private companies	2
Morgan Stanley Smith Barney Private Management LLC Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC.	Finance
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.	Finance