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Ceo/cco · Mathies Financial Partners

Jeffrey D Mathies

CRD 5378354 · Named on Form ADV at one SEC-registered adviser

At a glance

Mathies Financial Partners, an SEC-registered wealth manager based in Pueblo, CO with $104 million in regulatory assets, lists Jeffrey D Mathies on its Form ADV as Ceo/cco, a control person.

Firms and roles

AtlasMembers

Jeffrey’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.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.