Jeffrey Mathies, financial advisor Colorado Springs CO

Jeffrey Mathies

CRD Number: 5378354
Current Firm: Mathies Financial Partners

Jeffrey Mathies (CRD# 5378354) is an Investment Advisor Representative working at Mathies Financial Partners in Colorado Springs, CO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Prestige Wealth Management, Inc. Colorado Springs, CO Apr 2008 - Current 12
Kalos Capital Alpharetta, GA Jul 2007 - Current 13
Jeffrey D Mathies Inc. Colorado Springs, CO Jan 2004 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey Mathies
Phone Number: 719-434-3939
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    40
    MILLIONS
  • Total Number of Accounts
    707
    ACCOUNTS
  • Average Account Value
    $56,333
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CO

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