James Matheu (CRD# 5131176) is an Investment Advisor Representative working at Vista Management Company in Tallahasse, FL and has over 17 years of experience in the finance industry.
CRD# 6823932
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1561147
Amb Wealth, LLC
CRD# 5391298
Calton & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vista Management Company | Tallahassee, FL | Aug 2021 - Current | 2 |
| Fbmc Benefits Management, Inc. | Tallahassee, FL | Jul 2019 - Current | 4 |
| 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 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Other
FL
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