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Matthew Semler Dodson

JWEST LLC·CARMEL, Indiana
Unclaimed Profile
501 CONGRESSIONAL BLVD, CARMEL, IN 46032CRD# 5970285Firm CRD# 165257
01

About

Matthew Semler Dodson is a registered financial advisor based in CARMEL, Indiana, affiliated with JWEST LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
JWEST LLC
JWEST LLC
AUM
$39M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at JWEST LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Performance-based fees
Regulatory
SEC/IARD CRD# 5970285
Firm CRD# 165257
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Semler Dodson offer?
Matthew Semler Dodson specializes in Investment Management. Contact their office in CARMEL, Indiana for a consultation.
What are Matthew Semler Dodson's credentials?
Matthew Semler Dodson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Semler Dodson located?
Matthew Semler Dodson is based in CARMEL, Indiana, working with JWEST LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Matthew Semler Dodson charge for services?
Matthew Semler Dodson's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JWEST LLC?
JWEST LLC has approximately 3 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CARMEL
Jonathan Richard Evans — JWEST LLCSteve Maxwell Dauby — JWEST LLCJay Allen Brammer — INDIE HEALTHCARE FUND MANAGEMENT, LLCFred Howard Halderman — US AGRICULTURE, LLCSean M O'connor — JWEST LLC
Nearby cities in Indiana
INDIANAPOLIS (397)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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