Jean-matthieu Josse

GLASSBEAD CAPITAL MANAGEMENT LLC

MIAMI BEACH, FL 33139

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CRD#: 4662658

Professional summary

Jean-matthieu Josse, who also goes by Jean Josse, is a registered financial advisor currently at GLASSBEAD CAPITAL MANAGEMENT LLC located in Miami Beach, Florida.

Jean-matthieu is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jean-matthieu has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 62 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jean Josse

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) Glass Bead Strategic Partners Fund GP, LLC is investment-related; GP; Miami Beach, FL; Managing Member/Owner/Portfolio Manager; start 4/16/2021; 40-80 hours/month devoted to the business, same hours/month during securities trading hours; owner and portfolio manager duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jean-matthieu Josse'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®

None

Experience

Current

October 2, 2019 - Present

GLASSBEAD CAPITAL MANAGEMENT LLC

Office #1: 407 Lincoln Road Suite 11l, Miami Beach, FL 33139

RIA

CRD#: 298816

MIAMI BEACH, FL

Past

November 2, 2018 - January 13, 2022

A.G.P. / ALLIANCE GLOBAL PARTNERS

RIA

CRD#: 8361

Miami, FL

Past

November 2, 2018 - January 13, 2022

A.G.P. / ALLIANCE GLOBAL PARTNERS

CRD#: 8361

Miami, FL

Past

March 3, 2016 - November 9, 2018

AEGIS CAPITAL CORP.

RIA

CRD#: 15007

NEW YORK, NY

Past

June 26, 2015 - November 9, 2018

AEGIS CAPITAL CORP.

CRD#: 15007

NEW YORK, NY

Past

March 26, 2010 - July 7, 2015

JHS CAPITAL ADVISORS, LLC

CRD#: 112097

NEW YORK, NY

Past

March 29, 2004 - March 30, 2010

GUNNALLEN FINANCIAL, INC

CRD#: 17609

NEW YORK, NY

Past

January 21, 2004 - February 12, 2004

HUNTER SCOTT FINANCIAL LLC.

CRD#: 45559

DELRAY BH, FL

Past

May 16, 2003 - January 22, 2004

LH ROSS & COMPANY, INC.

CRD#: 37920

BOCA RATON, FL

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

Florida
(10/2/2019)

IAR

New York
(2/25/2022)

IAR

Texas
(10/3/2019)

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

State Security Law Exam

IAR

Series 65

Date: 2/24/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/7/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/19/2005

General Securities Representative Examination

General Industry/Product Exam

Series 62

Date: 5/15/2003

Corporate Securities Limited Representative Examination

Current Firm

GLASSBEAD CAPITAL MANAGEMENT LLC

GLASS BEAD CAPITAL MANAGEMENT LLC | GLASSBEAD CAPITAL MANAGEMENT LLC

CRD#: 298816 / SEC#:

Florida

Registered Investment Advisory firm - (10/2/2019 Approved)

New York

Registered Investment Advisory firm - (11/8/2018 Approved)

Texas

Registered Investment Advisory firm - (10/3/2019 Approved)

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Contact information

Main Address

407 Lincoln Road Suite 11l, Miami Beach, FL 33139

Mailing Address

Phone number

(917) 251-4419

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	54
AUM (Assets Under Management)	$ 29,593,932

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.

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Advisor Monitoring

Firm Stability Insights

Jean-matthieu Josse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jean-matthieu Josse's CRS (Customer Relationship Summary).

Certified licenses

Experience

A.G.P. / ALLIANCE GLOBAL PARTNERS

A.G.P. / ALLIANCE GLOBAL PARTNERS

AEGIS CAPITAL CORP.

AEGIS CAPITAL CORP.

JHS CAPITAL ADVISORS, LLC

GUNNALLEN FINANCIAL, INC

HUNTER SCOTT FINANCIAL LLC.

LH ROSS & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2022

Series 63

Date: 10/7/2003

SIE

Date: 10/1/2018

Series 7

Date: 4/19/2005

Series 62

Date: 5/15/2003

Current Firm

GLASSBEAD CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GLASSBEAD CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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