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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Matthews is an Investment Advisor Representative at Gibson Monroe Wealth Advisors, based in Oakland, CA. Jason has been in the financial services industry since October 2009, and is registered to provide investment advisory services in California. Jason holds the Series 65 license, having passed the Uniform Investment Adviser Law Examination in October 2022. Jason provides financial planning and portfolio management services to individuals. The firm serves a total of 3 clients, including individuals other than high-net-worth individuals. They have approximately $1.7 million under management. Jason also offers life, disability, annuity, and long-term care insurance products through Matthews Financial & Insurance Solutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/22/2025 - Present
Gibson Monroe Wealth Advisors (OAKLAND CA)
IA
Issued 10/18/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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