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James S Mathews

STARR-MATHEWS FINANCIAL, LLC·CALHOUN, Georgia
Series 7, Series 66Clean record13 years registeredSTARR-MATHEWS FINANCIAL, LLC
215 NORTH PIEDMONT STREET, CALHOUN, GA 30701CRD# 4146073Firm CRD# 166199

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James S Mathews · CALHOUN, GA
Registration
CRD #4146073 · STARR-MATHEWS FINANCIAL, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

STARR-MATHEWS FINANCIAL, LLC
Jan 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · January 16, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STARR-MATHEWS FINANCIAL, LLC
CRD 166199 · SEC 801-113164
AUM
$127M
Regulatory assets under management
Employees
6
230 client accounts
Services offered by STARR-MATHEWS FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STARR-MATHEWS FINANCIAL, LLC →
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Frequently Asked Questions

What services does James S Mathews offer?
James S Mathews specializes in Financial Planning, Investment Management. Contact their office in CALHOUN, Georgia for a consultation.
What are James S Mathews's credentials?
James S Mathews is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James S Mathews located?
James S Mathews is based in CALHOUN, Georgia, working with STARR-MATHEWS FINANCIAL, LLC. Their office serves clients in the CALHOUN metropolitan area and surrounding communities.
How does James S Mathews charge for services?
James S Mathews's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STARR-MATHEWS FINANCIAL, LLC?
STARR-MATHEWS FINANCIAL, LLC has approximately 6 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STARR-MATHEWS FINANCIAL, LLC

Jason Edward Holland
CALHOUN, GA
CFP

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Nearby cities in Georgia
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Research
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