Justin L. Thompson
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Justin Lewis Thompson's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 19, 2023 - Present
MATTER FAMILY OFFICE
Office #1: 3811 Turtle Creek Blvd Suite 1325, Dallas, TX 75219March 4, 2015 - November 27, 2023
TOLLESON PRIVATE WEALTH MANAGEMENT
Primary Firm SEC Registration
MATTER FAMILY OFFICE
CRD#: 106806 / SEC#: 801-37738
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/19/2023)
(12/19/2023)
(12/19/2023)
Exams
Current Firm
MATTER FAMILY OFFICE
CRD#: 106806 / SEC#: 801-37738
Contact information
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
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.
Company Information
MATTER FAMILY OFFICE
CRD#: 106806Dallas, TX 75219TRUST BUT VERIFY
Monitor Justin Thompson
Get automatic monthly alerts on:
