Director · Arvest Wealth Management
James Matthew Machen
CRD 4882241 · Named on Form ADV at one SEC-registered adviser
At a glance
Arvest Wealth Management, an SEC-registered broker-dealer firm based in Lowell, AR with $3.4 billion in regulatory assets, lists James Matthew Machen on its Form ADV as Director, a control person.
Firms and roles
- Arvest Wealth ManagementDirectorBroker-dealer firm · Lowell, AR · $3.4B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (16)
- Karla PayneDirector, Arvest Wealth Management
- John Arleigh PerronRegistered Options and Security Futures Principal (rosfp), Arvest Wealth Management
- Gretchen Daphyne BrewerFinancial and Operational Principal and Principal Financial Officer, Arvest Wealth Management
- Dee Garrison DerryberryCOO, Arvest Wealth Management
- Cara Clugston JamesDirector, Arvest Wealth Management
11 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.
See all 16 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.