JM
Jeffrey A. Mathis
VERUS CAPITAL PARTNERS
Fayetteville, TN 37334
Some features on this profile are disabled
CRD#: 4037942
JM
Professional summary
Jeffrey Alan Mathis, who also goes by Jeff Mathis, is a registered financial advisor currently at VERUS CAPITAL PARTNERS, LLC located in Fayetteville, Tennessee and LPL FINANCIAL LLC located in Fayetteville, Tennessee.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jeffrey has worked at 5 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 53, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Mathis
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.
1. 07/2025 - Southern Heritage Financial Group - DBA for LPL Business (entity for LPL business) - Fayetteville, TN - INV REL - Start Date 07/11/2025 - 150hrs/mth | 110hrs during trading 2. 07/2025 - Southern Heritage Financial Group - Non-Variable Insurance - Fayetteville, TN - INV REL - Start Date 07/11/2025 - 10hrs/mth | 10hrs during trading 3. 07/2025 - Florida College - Director of Planned Giving - Outside/W-2 Employment - Involved in Fundraising - Tampa, FL - NOT INV REL - Start Date 01/15/2020 - 80hrs/mth | 20hrs during trading 4. 10/2025 - Verus Capital Partners, LLC.. Investment Related. Fayetteville, TN. Investment Advisor Representative. Start Date 10/2025 - 150hrs/mth | 110hrs during trading
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Alan Mathis'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
October 20, 2025 - Present
VERUS CAPITAL PARTNERS, LLC
Office #1: 1635 Huntsville Highway, Fayetteville, TN 37334RIA
CRD#: 151568
Fayetteville, TN
Current
July 10, 2025 - Present
LPL FINANCIAL LLC
Office #1: 1635 Huntsville Highway, Fayetteville, TN 37334RIA
BD
CRD#: 6413
FAYETTEVILLE, TN
Past
August 8, 2025 - September 26, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
TEMPLE TERRACE, FL
Past
July 10, 2025 - July 30, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
TEMPLE TERRACE, FL
Past
February 20, 2020 - October 24, 2025
HERITAGE WEALTH MANAGEMENT, LLC
RIA
CRD#: 304660
FAYETTEVILLE, TN
Past
October 9, 2019 - December 31, 2019
HERITAGE WEALTH MANAGEMENT, LLC
RIA
CRD#: 304660
FAYETTEVILLE, TN
Past
November 5, 2007 - July 10, 2025
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
FAYETTEVILLE, TN
Past
November 5, 2007 - July 10, 2025
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
FAYETTEVILLE, TN
Past
January 22, 2007 - November 6, 2007
EDWARD JONES
RIA
CRD#: 250
FAYETTEVILLE, TN
Past
December 9, 1999 - November 6, 2007
EDWARD JONES
BD
CRD#: 250
FAYETTEVILLE, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VERUS CAPITAL PARTNERS, LLC
3 RIVERS FINANCIAL GROUP | WANN FINANCIAL SERVICES | WALTERS WEALTH MANAGMENT | WALTERS WEALTH MANAGEMENT | VINEPOINT ADVISORY GROUP, LLC | VERUS CAPITAL PARTNERS, LLC | UNIVERSAL FINANCIAL CONSULTANTS | SUNBURST FINANCIAL MANAGEMENT | STARKEY BROTHERS, INC. | SOUTH PLATTE INVESTMENTS & PLANNING | SAMSON FINANCIAL, LLC | RSO WEALTH, LLC | RSD FINANCIAL, LLC | PROVIDENT FINANCIAL GROUP | PHP CAPITAL, INC. | PHILLIPS FINANCIAL MANAGEMENT | PARKER CAPITAL STRATEGIES, LLC | OXENHAM FINANCIAL | OPTIMAL WEALTH INC. | NEW BREAK FINANCIAL | MOLINAR AND CO. | KENNETH M. PERKINS WEALTH | ITTNER BULL CAPITAL PARTNERS LLC | INTERMARKET ANALYTICS | HUNT FINANCIAL SERVICES | HOLCOMB WEALTH MANAGEMENT | HAVEN FINANCIAL SERVICES, LLC | GUARDIAN WEALTH BUILDERS | GOLDEN RULE WEALTH MANAGEMENT | GEISER WEALTH MANAGEMENT | FRONT RANGE FINANCIAL | FREEDOM POINT FINANCIAL | FRED A. GOODMAN, CPA | FIRST THAN IFS | EAGLE EYE INVESTMENTS, LLC | DAHL FINANCIAL RESOURCE | CROWE AND ASSOCIATES, INC | BURNS TAX AND WEALTH MANAGEMENT | BIGGS FINANCIAL | BELLA FINANCIAL ADVISORS, LLC | ARCHE FG
CRD#: 151568 / SEC#: 801-78989
RIA
Registered Investment Advisory firm - (1/2/2014 Approved)Arizona
Registered Investment Advisory firm - (1/2/2014 Terminated)Illinois
Registered Investment Advisory firm - (1/2/2014 Terminated)Maryland
Registered Investment Advisory firm - (1/3/2014 Terminated)North Carolina
Registered Investment Advisory firm - (1/2/2014 Terminated)Texas
Registered Investment Advisory firm - (1/2/2014 Terminated)Virginia
Registered Investment Advisory firm - (1/6/2014 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/10/2025)
RR
California(7/10/2025)
RR
Colorado(7/10/2025)
RR
Florida(8/8/2025)
RR
Georgia(7/10/2025)
RR
Illinois(7/10/2025)
RR
Indiana(7/10/2025)
RR
Iowa(7/10/2025)
RR
Kansas(7/10/2025)
RR
Kentucky(7/10/2025)
RR
Louisiana(7/10/2025)
RR
Maryland(7/10/2025)
RR
Michigan(7/10/2025)
RR
Minnesota(7/10/2025)
RR
Mississippi(7/10/2025)
RR
Missouri(7/10/2025)
RR
Nevada(8/10/2025)
RR
North Carolina(7/10/2025)
RR
Ohio(7/10/2025)
RR
Pennsylvania(7/10/2025)
RR
South Carolina(7/10/2025)
RR
Tennessee(7/10/2025)
IAR
Tennessee(11/7/2025)
RR
Texas(7/10/2025)
IAR
Texas(10/20/2025)
RR
Virginia(7/10/2025)
RR
West Virginia(7/10/2025)
RR
Wisconsin(7/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VERUS CAPITAL PARTNERS, LLC
3 RIVERS FINANCIAL GROUP | WANN FINANCIAL SERVICES | WALTERS WEALTH MANAGMENT | WALTERS WEALTH MANAGEMENT | VINEPOINT ADVISORY GROUP, LLC | VERUS CAPITAL PARTNERS, LLC | UNIVERSAL FINANCIAL CONSULTANTS | SUNBURST FINANCIAL MANAGEMENT | STARKEY BROTHERS, INC. | SOUTH PLATTE INVESTMENTS & PLANNING | SAMSON FINANCIAL, LLC | RSO WEALTH, LLC | RSD FINANCIAL, LLC | PROVIDENT FINANCIAL GROUP | PHP CAPITAL, INC. | PHILLIPS FINANCIAL MANAGEMENT | PARKER CAPITAL STRATEGIES, LLC | OXENHAM FINANCIAL | OPTIMAL WEALTH INC. | NEW BREAK FINANCIAL | MOLINAR AND CO. | KENNETH M. PERKINS WEALTH | ITTNER BULL CAPITAL PARTNERS LLC | INTERMARKET ANALYTICS | HUNT FINANCIAL SERVICES | HOLCOMB WEALTH MANAGEMENT | HAVEN FINANCIAL SERVICES, LLC | GUARDIAN WEALTH BUILDERS | GOLDEN RULE WEALTH MANAGEMENT | GEISER WEALTH MANAGEMENT | FRONT RANGE FINANCIAL | FREEDOM POINT FINANCIAL | FRED A. GOODMAN, CPA | FIRST THAN IFS | EAGLE EYE INVESTMENTS, LLC | DAHL FINANCIAL RESOURCE | CROWE AND ASSOCIATES, INC | BURNS TAX AND WEALTH MANAGEMENT | BIGGS FINANCIAL | BELLA FINANCIAL ADVISORS, LLC | ARCHE FG
CRD#: 151568 / SEC#: 801-78989
RIA
Registered Investment Advisory firm - (1/2/2014 Approved)Arizona
Registered Investment Advisory firm - (1/2/2014 Terminated)Illinois
Registered Investment Advisory firm - (1/2/2014 Terminated)Maryland
Registered Investment Advisory firm - (1/3/2014 Terminated)North Carolina
Registered Investment Advisory firm - (1/2/2014 Terminated)Texas
Registered Investment Advisory firm - (1/2/2014 Terminated)Virginia
Registered Investment Advisory firm - (1/6/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258
Mailing Address
Phone number
(480) 990-3719
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,392 |
| AUM (Assets Under Management) | $ 2,066,642,798 |
Red Flags
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.
