Jason S. Matthews
Professional summary
Jason Shaundre Matthews, who also goes by J.j. Matthews, is a registered financial advisor currently at GIBSON MONROE WEALTH ADVISORS located in Oakland, California.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jason has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason Shaundre Matthews's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2023 - Present
GIBSON MONROE WEALTH ADVISORS
Office #1: 2100 Embarcadero #105, Oakland, CA 94606State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2023)
Current Firm
GIBSON MONROE WEALTH ADVISORS
CRD#: 324146 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 78 |
| AUM (Assets Under Management) | $ 3,826,146 |
Red Flags
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Company Information
GIBSON MONROE WEALTH ADVISORS
CRD#: 324146Oakland, CA 94606TRUST BUT VERIFY
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