Joshua Mason (CRD# 5491054) is an Investment Advisor Representative working at The Mather Group, LLC in Snohomish, WA and has over 16 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Mather Group, LLC | Chicago, IL | Oct 2020 - Current | 3 |
| Bugclub LLC | Cedar Hills, UT | May 2017 - Current | 6 |
| Charles Schwab & Company, Inc. | Lynnwood, WA | Jan 2013 - Oct 2020 | 7 |
| Charles Schwab Bank | Lynnwood, WA | Jan 2013 - Oct 2020 | 7 |
| 5153 LLC | Bluffdale, UT | Nov 2016 - Nov 2018 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
- CA
- IL
- OR
- WA
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Total Assets Under Management10,509MILLIONS
-
Total Number of Accounts15,974ACCOUNTS
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Average Account Value$657,853
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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