Jeffrey MathiesCRD 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.
Accelerated Wealth Advisors LLC
T. Rowe Price Advisory Services, Inc.
|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|
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
Total Assets Under Management40MILLIONS
Total Number of Accounts707ACCOUNTS
Average Account Value$56,333
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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