James Matheu, financial advisor Tallahasse FL

James Matheu

CRD Number: 5131176
Current Firm: Vista Management Company

James Matheu (CRD# 5131176) is an Investment Advisor Representative working at Vista Management Company in Tallahasse, FL and has over 15 years of experience in the finance industry.

Similar Advisors
Richard Abbott, financial advisor Tallahasse FL
Richard J. Abbott
CRD# 2105079
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Clinton Alexander, financial advisor Tallahasse FL
Clinton D. Alexander
CRD# 6823932
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Miron Allen, financial advisor Tallahasse FL
Miron H. Allen
CRD# 1561147
Allen, Mooney & Barnes Investment Advisors, LLC
Company Name Location Dates Years
Vista Management Company Tallahassee, FL Aug 2021 - Current < 1
Fbmc Benefits Management, Inc. Tallahassee, FL Jul 2019 - Current 2
Uber Tallahassee, FL Nov 2018 - Jul 2019 < 1
Uber Tallahassee, FL Nov 2018 - Jul 2019 < 1
Hunt Insurance Group Tallahassee, FL Feb 2016 - Nov 2018 2
Florida Department Of Agriculture Tallahassee, FL Aug 2009 - Feb 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2006
S65 NASAA Investment Advisors Law Examination May 2021
Contact Info for James Matheu
Phone Number: 850-425-6200
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.