Unclaimed
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.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
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)
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
Active
Inactive
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