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Senior Vice President, Chief Operating Officer · Matrix Asset Advisors Inc

Jonathan M. Tom

CRD 6631805 · Named on Form ADV at one SEC-registered adviser

At a glance

Matrix Asset Advisors Inc, an SEC-registered wealth manager based in White Plains, NY with $1.4 billion in regulatory assets, lists Jonathan M. Tom on its Form ADV as Senior Vice President, Chief Operating Officer, a control person.

Firms and roles

  • Matrix Asset Advisors IncSenior Vice President, Chief Operating OfficerWealth manager · White Plains, NY · $1.4B in regulatory assets

AtlasMembers

Jonathan’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 (8)

  • David A. KatzPresident/chief Investment Officer, Matrix Asset Advisors Inc
  • Lon F BirnholzSenior Managing Director/chief Financial Officer, Matrix Asset Advisors Inc
  • Steven G. RoukisManaging Director / Senior Portfolio Manager, Matrix Asset Advisors Inc
  • Jordan F. PosnerManaging Director / Senior Portfolio Manager, Matrix Asset Advisors Inc
  • Stephan J. WeinbergerManaging Director/senior Portfolio Manager, Matrix Asset Advisors Inc

3 more people named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

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