National Retirement Planning Experts

National Coverage
Local Professionals


Matt Adams

Jones & Roth

260 Country Club Rd

Eugene, OR 97401


The Right People Beside You

About Jones & Roth

Financial Advisory Services

Our expertise is in utilizing integrated tax & investment strategy to spot strategic opportunities for both your business and for you as an individual.

Investment Planning

Chances are you have had changes in your life since you last reviewed your investment portfolio, and the investment strategy that once was adequate for the future you had in mind may no longer be appropriate. As your financial goals and needs change, your investment strategy may need to change to meet those goals and needs.

Remember that your investments affect other elements of your financial plan such as estate planning, education planning, and retirement planning. Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. Jones & Roth has representatives licensed in AZ, CA, CO, FL, GA, HI, IL, IN, MA, MT, NC, NV, OH, OR, TX, UT, WA & WY. This is not an offer to sell securities in any other state or jurisdiction.

Retirement Planning

No cookie cutter approach

You may look forward to retirement as a time to savor the finer things in life, and as a reward for many years of hard work.

Retirement dreams can inspire you, but you need to set goals if your retirement is to live up to your aspirations.

We can help you start addressing the challenges planning for your retirement holds. We can analyze your current retirement plan and help make sure you are working steadily towards your goals.

General Information

Firm Start Year


No.of Employees




Firm CRD#


Name of Broker/Dealer

Avantax Investment Services

Name of Custodial Firm

National Financial Services

Years of Experience in Financial Services


Number of Years with Current Firm


Work Experience

I earned the CERTIFIED FINANCIAL PLANNER designation in 2004.

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting


Investment Types

Insurance, Annuities, Stocks, Bonds, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Via Phone, Via Email, Your Office, Our Office, Video Conference


Registered Representative


Investment Advisor Representative


Acknowledged fiduciary


Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations


Securities Licenses

Series 4, Series 65, Series 63, Series 7

Insurance and Annuity Licenses

Long Term Care, Life, Variable Annuity, Annuity, Disability, Variable Life

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients


Advisor's Number of Planning Clients


Assets Managed by Advisor


Compensation and Fees

Fee Structure


Compensation Methods


Fee % Based on Assets

1% - 1.25

Additional Details on Charges

Financial Planning fees start at $500 Investment advisory Fee ranges from 1% to 1.25% If a commission based solution is used, it is fully disclosed and no fee is charged on the account.