JM
Julius Mathias
SIMBA INVESTMENT ADVISORS
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CRD#: 2818051
JM
Professional summary
Julius Mathias JR, who also goes by Julius Mathias, is a registered financial advisor currently at SIMBA INVESTMENT ADVISORS .
Julius is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Julius has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julius Mathias
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Julius Mathias JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 29, 2013 - Present
SIMBA INVESTMENT ADVISORS
RIA
CRD#: 155973
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(4/29/2013)
Current Firm
SI
SIMBA INVESTMENT ADVISORS
MATHIAS, JULIUS | SIMBA INVESTMENTS | SIMBA INVESTMENT ADVISORS
CRD#: 155973 / SEC#:
Texas
Registered Investment Advisory firm - (4/29/2013 Approved)Loading...
Contact information
Main Address
Houston, TX
Mailing Address
P.o. Box 710627, Houston, TX 77271
Phone number
(713) 776-9954
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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