J. Matheis, financial advisor Overland Park KS

J. Matheis

CRD Number: 869179
Current Firm: Lexaurum Advisors

J. Matheis (CRD# 869179) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Lexaurum Advisors, Lcc Overland Park, KS Oct 2021 - Current 2
Vista Wealth Management, Inc. Overland Park, KS Aug 2013 - Nov 2021 8
Union Capital Company Tucson, AZ Jul 2018 - Oct 2021 3
High Ridge Futures, Llc (f/k/a Vision Financial Markets, Llc) Overland Park, KS Nov 2011 - Jun 2019 7
Berthel Fisher & Company Financial Services, Inc. Marion, IA Feb 2008 - Jul 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for J. R. Matheis
Phone Number: 913-261-9316
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    784
    MILLIONS
  • Total Number of Accounts
    4,018
    ACCOUNTS
  • Average Account Value
    $195,184
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, DC, DE, FL, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NY, OH, OK, OR, PA, SC, SD, TX, VA, WA, WI

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