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.

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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
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

FL

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