James E. Matush

TRINITY WEALTH ADVISORS LLC

St. Louis, MO 63122

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CRD#: 733192

Professional summary

James Edward Matush JR, CFP®, who also goes by Jim E Matush, is a registered financial advisor currently at TRINITY WEALTH ADVISORS LLC located in St. Louis, Missouri.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. James has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim E Matush

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.

OTHER BUSINESS: NIKKEN INVESTMENT RELATED: NO ADDRESS: 1455 CRAGWOLD RD. ST. LOUIS, MO 63122 NATURE OF THE BUSINESS: HEALTHCARE PRODUCTS POSITION IN BUSINESS: USER/DISTRIBUTOR - INACTIVE START DATE 13 YEARS AGO # OF HOURS DEVOTED: 1 # OF HOURS DEVOTED DURING TRADING HOURS: 0 BUSINESS #2 - MISC. INSURANCE RESIDUALS INVESTMENT RELATED: NO ADDRESS: 1455 CRAGWOLD ROAD ST. LOUIS, MO 63122 NATURE OF THE BUSINESS: INSURANCE RESIDUALS ROLE: INACTIVE, RECURRING REVENUES OF CLIENTS START DATE: 27 YEARS AGO # OF HOURS DEVOTED: 0 # OF HOURS DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Edward Matush JR's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

June 10, 2019 - Present

TRINITY WEALTH ADVISORS LLC

Office #1: 132 W Washington Ave Suite 200, St. Louis, MO 63122

RIA

CRD#: 109452

St. Louis, MO

Past

February 16, 2001 - August 13, 2019

TRINITY WEALTH SECURITIES, L.L.C.

CRD#: 104348

ST. LOUIS, MO

Past

November 19, 1989 - March 23, 2001

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

January 9, 1987 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

January 29, 1985 - January 19, 1987

PLANVEST CAPITAL CORPORATION

CRD#: 14849

Past

June 23, 1981 - February 11, 1985

EQUITEC SECURITIES COMPANY

CRD#: 6463

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".

TRINITY WEALTH ADVISORS LLC

TRINITY WEALTH ADVISORS LLC | TRINITY WEALTH SECURITIES | TRINITY WEALTH ADVISORS, L.L.C.

CRD#: 109452 / SEC#: 801-55428

RIA

Registered Investment Advisory firm - (4/24/1998 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

Missouri
(6/10/2019)

IAR

Texas
(12/9/2019)

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

Series 63

Date: 7/17/1981

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: 6/20/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/29/1988

General Securities Principal Examination

Current Firm

TRINITY WEALTH ADVISORS LLC

TRINITY WEALTH ADVISORS LLC | TRINITY WEALTH SECURITIES | TRINITY WEALTH ADVISORS, L.L.C.

CRD#: 109452 / SEC#: 801-55428

RIA

Registered Investment Advisory firm - (4/24/1998 Approved)

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Contact information

Main Address

132 W Washington Ave Suite 200, St. Louis, MO 63122

Mailing Address

Phone number

(314) 966-0033

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TWA FORM ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	540
AUM (Assets Under Management)	$ 258,909,490

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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James E. Matush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Edward Matush JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRINITY WEALTH SECURITIES, L.L.C.

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

PLANVEST CAPITAL CORPORATION

EQUITEC SECURITIES COMPANY

Primary Firm SEC Registration

TRINITY WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/17/1981

SIE

Date: 10/1/2018

Series 7

Date: 6/20/1981

Series 24

Date: 4/29/1988

Current Firm

TRINITY WEALTH ADVISORS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRINITY WEALTH ADVISORS LLC

TRUST BUT VERIFY

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