Jean-matthieu Josse (CRD# 4662658) is an Investment Advisor Representative working at Glass Bead Capital Management LLC in Miami Beach, FL and has over 20 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Glass Bead Capital Management, LLC | Miami Beach, FL | Aug 2018 - Current | 5 |
| A.g.p. / Alliance Global Partners | New York, NY | Nov 2018 - Jan 2022 | 3 |
| Alliance Global Partners | New York, NY | Nov 2018 - Jan 2022 | 3 |
| Aegis Capital Corp | New York, NY | Mar 2016 - Nov 2018 | 2 |
| Aegis Capital Corp | New York, NY | Jun 2015 - Nov 2018 | 3 |
| Jhs Capital Advisors, Inc. | Boca Raton, FL | Mar 2010 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- NY
- TX
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Total Assets Under Management18MILLIONS
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Total Number of Accounts47ACCOUNTS
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Average Account Value$378,289
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
FL, NY, TX
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