AdvisorOS Directory
Claim Profile
JM

Jay Stephen Matushak

AWARE ASSET MANAGEMENT, INC.·EAGAN, Minnesota
Unclaimed Profile
3000 AMES CROSSING ROAD, EAGAN, MN 55121-2520CRD# 6854605Firm CRD# 286557
01

About

Jay Stephen Matushak is a registered financial advisor based in EAGAN, Minnesota, affiliated with AWARE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Institutional Investors
03

Firm Overview

Firm
AWARE ASSET MANAGEMENT, INC.
AWARE ASSET MANAGEMENT, INC.
AUM
$2.3B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at AWARE ASSET MANAGEMENT, INC. →
Services
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: PERCENTAGE OF ASSETS UNDER ADVISORY
Regulatory
SEC/IARD CRD# 6854605
Firm CRD# 286557
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EAGAN?

Browse all registered financial advisors in EAGAN, Minnesota or claim this profile if it's yours.

Browse EAGAN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jay Stephen Matushak offer?
Jay Stephen Matushak specializes in Investment Management, Wealth Management. Contact their office in EAGAN, Minnesota for a consultation.
What are Jay Stephen Matushak's credentials?
Jay Stephen Matushak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Stephen Matushak located?
Jay Stephen Matushak is based in EAGAN, Minnesota, working with AWARE ASSET MANAGEMENT, INC.. Their office serves clients in the EAGAN metropolitan area and surrounding communities.
How does Jay Stephen Matushak charge for services?
Jay Stephen Matushak's firm is compensated through percentage of aum, other: percentage of assets under advisory. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AWARE ASSET MANAGEMENT, INC.?
AWARE ASSET MANAGEMENT, INC. has approximately 15 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EAGAN
Mark Seetin Hanson — COHO FINANCIAL, LTD.Joseph John Labate — NORTH COUNTRY CAPITAL MANAGEMENT LLCBrian Keith Smith — PRIVATE CAPITAL MANAGEMENT INCJohn Edwin Orner — AWARE ASSET MANAGEMENT, INC.John Eric Kaprich — AWARE ASSET MANAGEMENT, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile