Matthew Gerald Harris
Professional Summary
Matthew Gerald Harris, who also goes by Bubba Harris, is a registered financial advisor currently at WHITAKER-MYERS WEALTH MANAGERS, LTD. located in Mansfield, Ohio and BLUESPRING WEALTH MANAGEMENT, LLC located in Ashland, Ohio. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Matthew has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 62 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bubba Harris
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BLUESPRING WEALTH | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL | SNS FINANCIAL GROUP, LLC | BLUESPRING WEALTH MANAGEMENT, LLC
Contact Information
Main Address
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735Phone Number
(737) 443-2122# of Employees
112SEC notice filing (38 States and Territories)
Registered to provide investment advisory services in 38 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
24,201AUM (Assets Under Management)
$7,823,012,963Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BLUESPRING WEALTH | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL | SNS FINANCIAL GROUP, LLC | BLUESPRING WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(3/3/2017)
(7/26/2022)
(10/27/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Jul 2010Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1998About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Gerald Harris's CRS (Customer Relationship Summary).
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