Matthew W. Jameson

ASSURED HEALTHCARE PARTNERS LLC

Dallas, TX 75225

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CRD#: 6909097

Professional summary

Matthew Wayne Jameson is a registered financial advisor currently at ASSURED HEALTHCARE PARTNERS LLC located in Dallas, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Matthew has worked at 1 firm .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Wayne Jameson'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

March 31, 2023 - Present

ASSURED HEALTHCARE PARTNERS LLC

Office #1: 5960 Berkshire Lane Suite 600, Dallas, TX 75225

RIA

CRD#: 311479

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".

ASSURED HEALTHCARE PARTNERS LLC

CRD#: 311479 / SEC#: 801-127498

RIA

Registered Investment Advisory firm - (3/17/2023 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

Texas
(3/31/2023)

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

Current Firm

ASSURED HEALTHCARE PARTNERS LLC

CRD#: 311479 / SEC#: 801-127498

RIA

Registered Investment Advisory firm - (3/17/2023 Approved)

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Contact information

Main Address

717 Fifth Avenue Suite 1202, New York, NY 10022

Mailing Address

Phone number

(212) 905-2100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

AHP FORM ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 1,624,967,883

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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Matthew W. Jameson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Wayne Jameson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSURED HEALTHCARE PARTNERS LLC

Primary Firm SEC Registration

ASSURED HEALTHCARE PARTNERS LLC

State Registrations and Notice Filings

Exams

Current Firm

ASSURED HEALTHCARE PARTNERS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSURED HEALTHCARE PARTNERS LLC

TRUST BUT VERIFY

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