Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Jameson is a financial advisor who has been in the industry since August 6th, 2005. He currently works at Emerson Equity LLC, a firm based in San Mateo, California. Mathew Jameson has experience working with high-net-worth individuals and other individuals, and his firm manages over $176 million in assets. The firm provides a range of advisory services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. Mathew Jameson is also a registered representative with FINRA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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
03/18/2024 - Present
Emerson Equity LLC (SAN MATEO CA)
FL
03/29/2023 - 12/18/2023
SKYWAY CAPITAL MARKETS, LLC (TAMPA FL)
CA
07/01/2015 - 10/26/2022
GRIFFIN CAPITAL SECURITIES, LLC (IRVINE CA)
CA
01/18/2011 - 07/01/2015
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
CA
02/15/2007 - 01/03/2011
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
CA
12/11/2004 - 02/02/2007
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
CA
11/10/2004 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
BC
Issued 11/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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