JM
Jay Mattfeldt
FIRETOWER ADVISORS
BELGRADE, MT
CRD#: 8083782
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JM
Jay MattfeldtFIRETOWER ADVISORS
Professional summary
Jay Mattfeldt is a registered financial advisor currently at FIRETOWER ADVISORS located in Belgrade, Montana.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jay has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jay Mattfeldt'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®
NoneExperience
Current
September 16, 2025 - Present
FIRETOWER ADVISORS
RIA
CRD#: 336549
BELGRADE, MT
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
Montana(9/16/2025)
Current Firm
FA
FIRETOWER ADVISORS
FIRETOWER ADVISORS | FIRETOWER ENTERPRISES LLC
CRD#: 336549 / SEC#:
Montana
Registered Investment Advisory firm - (5/22/2025 Approved)Loading...
Contact information
Main Address
Bozeman, MT
Mailing Address
Phone number
(406) 459-6090
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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