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Jeffrey Thomas Matthias

Madison Investment Advisors, LLC

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About Jeffrey Thomas Matthias

Jeffrey Thomas Matthias is a registered Investment Advisor Representative with Madison Investment Advisors, LLC. Jeffrey has been in the industry since 1987 and is a Chartered Financial Analyst. Jeffrey is registered with the state of Arizona and Wisconsin. The firm primarily provides portfolio management for individuals, businesses, charitable organizations, and pension and profit-sharing plans. Jeffrey has previously been registered with New England Securities and WFG Securities Corporation.

Firm Information

Jeffrey Matthias is currently registered with Madison Investment Advisors, LLC. Madison Investment Advisors, LLC is an investment advisory firm based in Madison, WI, managing approximately $10 billion to $50 billion in assets. The firm provides advisory services to a variety of clients, including individuals, corporations, insurance companies, and charitable organizations. Their services include financial planning, pension consulting, and portfolio management. They are also a wrap fee program participant.
Madison Investment Advisors, LLC

550 SCIENCE DRIVE

MADISON, WI 53711

$13.24B

Assets Under Management

Not reported

Total Clients

21

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subadvisory portfolio management in wrap sponsor programs and models

Subadvisory portfolio management in wrap sponsor programs and models

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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Jeffrey Matthias’s Registration & Firm History

WI

08/04/2011 - Present

Madison Investment Advisors, LLC (MADISON WI)

NA

01/05/1988 - 06/29/1990

NEW ENGLAND SECURITIES

NA

08/18/1987 - 07/18/1989

WFG SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 09/01/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Thomas Matthias.
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