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Joseph James Mathews

Catalytic Wealth Management

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About Joseph James Mathews

Joseph Mathews is a financial advisor at Catalytic Wealth Management, an investment advisory firm based in Cambridge, Massachusetts. Joseph has a strong background in the financial industry with experience at First Republic Securities Company, LLC and MFS Fund Distributors, Inc. Joseph holds the Series 6, 7 and 66 licenses, as well as the SIE. Joseph provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Joseph Mathews is currently registered with Catalytic Wealth Management. Catalytic Wealth Management, based in Cambridge, MA, is a wealth management firm specializing in financial planning, portfolio management for individuals and businesses, and selection of other advisors. With approximately $2.1 billion in regulatory assets under management, they serve a client base of high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Catalytic Wealth Management

20 UNIVERSITY ROAD

CAMBRIDGE, MA 02138

$2.12B

Assets Under Management

Not reported

Total Clients

16

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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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.

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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Joseph Mathews’s Registration & Firm History

MA

10/04/2023 - Present

Catalytic Wealth Management (CAMBRIDGE MA)

MA

02/26/2020 - 10/02/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)

MA

10/07/2011 - 02/27/2020

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 08/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/09/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2016

Series 7 - General Securities Representative Examination

BC

Issued 10/06/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph James Mathews.
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