JT
Justin L. Thompson
MATTER FAMILY OFFICE
Dallas, TX 75219
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CRD#: 6452246
JT
Professional summary
Justin Lewis Thompson, CFP® is a registered financial advisor currently at MATTER FAMILY OFFICE located in Dallas, Texas.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Justin has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Lumin Education- 924 Wayne Street Dallas, Texas 75223; Duties Include: Board Member for non-profit Montessori School, meeting attendance, serving as an ambassador and advocate for Lumin, no investment, financial or fundraising responsibilities; 1-5 hours per month dedicated to this OBA, none of which are during trading hours; non-investment related; no-compensation received
CRS (Client Relationship Summary) - RIA
Click below to view Justin Lewis Thompson'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®
Experience
Current
December 19, 2023 - Present
MATTER FAMILY OFFICE
Office #1: 3811 Turtle Creek Blvd Suite 1325, Dallas, TX 75219RIA
CRD#: 106806
Dallas, TX
Past
March 4, 2015 - November 27, 2023
TOLLESON PRIVATE WEALTH MANAGEMENT
RIA
CRD#: 111838
DALLAS, TX
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".
MF
MATTER FAMILY OFFICE
FINANCIAL MANAGEMENT PARTNERS | MATTER, LLC | MATTER, INC. | MATTER FAMILY OFFICE | FINANCIAL MANAGEMENT PARTNERS CORPORATION
CRD#: 106806 / SEC#: 801-37738
RIA
Registered Investment Advisory firm - (12/14/1990 Approved)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
Colorado(12/19/2023)
IAR
Missouri(12/19/2023)
IAR
Texas(12/19/2023)
Exams
Current Firm
MF
MATTER FAMILY OFFICE
FINANCIAL MANAGEMENT PARTNERS | MATTER, LLC | MATTER, INC. | MATTER FAMILY OFFICE | FINANCIAL MANAGEMENT PARTNERS CORPORATION
CRD#: 106806 / SEC#: 801-37738
RIA
Registered Investment Advisory firm - (12/14/1990 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7711 Bonhomme Avenue Suite 400, Clayton, MO 63105
Mailing Address
Phone number
(314) 862-5190
Established
Firm type
Fiscal year end
# of Employees
51
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,603 |
| AUM (Assets Under Management) | $ 3,545,783,894 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 09/20/2024 | ||
| 08/11/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MATTER FAMILY OFFICE
CRD#: 106806Dallas, TX 75219TRUST BUT VERIFY
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