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Jean-matthieu Josse

Glass Bead Capital Management LLC

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About Jean-matthieu Josse

Jean-matthieu Josse is an Investment Advisor Representative registered with Glass Bead Capital Management LLC. Jean-matthieu has over 10 years of experience in the financial industry. Jean-matthieu was previously registered with A.G.P. / ALLIANCE GLOBAL PARTNERS, AEGIS CAPITAL CORP., JHS CAPITAL ADVISORS, LLC, GUNNALLEN FINANCIAL, INC, HUNTER SCOTT FINANCIAL LLC., and LH ROSS & COMPANY, INC. Jean-matthieu is licensed to provide investment advice in Florida, New York and Texas. Jean-matthieu's practice focuses on providing investment advice to high-net-worth individuals, pooled investment vehicles and other clients. Glass Bead Capital Management LLC's services include consulting, portfolio management for individuals and portfolio management for pooled investment vehicles.

Firm Information

Jean-matthieu Josse is currently registered with Glass Bead Capital Management LLC. Glass Bead Capital Management LLC is an investment advisor that provides portfolio management for individuals and pooled investment vehicles. They also offer consulting services. The firm has approximately $17.78 million in regulatory assets under management for 47 clients, primarily high-net-worth individuals and pooled investment vehicles.

$17.78M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jean-matthieu Josse’s Registration & Firm History

FL

10/03/2019 - Present

Glass Bead Capital Management LLC (MIAMI BEACH FL)

FL

11/02/2018 - 01/13/2022

A.G.P. / ALLIANCE GLOBAL PARTNERS (Miami FL)

NY

06/26/2015 - 11/09/2018

AEGIS CAPITAL CORP. (NEW YORK NY)

NY

03/26/2010 - 07/07/2015

JHS CAPITAL ADVISORS, LLC (NEW YORK NY)

NY

03/29/2004 - 03/30/2010

GUNNALLEN FINANCIAL, INC (NEW YORK NY)

FL

01/21/2004 - 02/12/2004

HUNTER SCOTT FINANCIAL LLC. (DELRAY BH FL)

FL

05/16/2003 - 01/22/2004

LH ROSS & COMPANY, INC. (BOCA RATON FL)

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Licenses & Designations

IA

Issued 02/24/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/15/2003

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jean-matthieu Josse. Review regulatory record here.
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