Unclaimed Profile

Joseph Edward Matson

MATSON MONEY, INC.·MASON, Ohio

Series 1, Series 63ChFC23 years registeredMATSON MONEY, INC.

5955 DEERFIELD BLVD., MASON, OH 45040CRD# 322947Firm CRD# 110425

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Edward Matson · MASON, OH

Registration

CRD #322947 · MATSON MONEY, INC. · 23 years registered

Brand Profile

Not yet started

Career History

ASH MATSON WEALTH PARTNERS, INC.

Jan 2013 – present

MATSON & CUPRILL, LLC

Feb 2003 – Jun 2013

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 1

Series 63

Registration record

First registered · February 5, 2003

Years registered · 23

Professional designation · ChFC

Disclosure History

1992Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MATSON MONEY, INC.

CRD 110425 · SEC 801-40176

AUM

$19.6B

Regulatory assets under management

Employees

30,605 client accounts

Services offered by MATSON MONEY, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Nonprofits & Foundations

View all advisors at MATSON MONEY, INC. →

Introduction

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Frequently Asked Questions

What services does Joseph Edward Matson offer?

Joseph Edward Matson specializes in Investment Management. Contact their office in MASON, Ohio for a consultation.

What are Joseph Edward Matson's credentials?

Joseph Edward Matson holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Edward Matson located?

Joseph Edward Matson is based in MASON, Ohio, working with MATSON MONEY, INC.. Their office serves clients in the MASON metropolitan area and surrounding communities.

How does Joseph Edward Matson charge for services?

Joseph Edward Matson's firm is compensated through percentage of aum, other: see description in misc. section. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MATSON MONEY, INC.?

MATSON MONEY, INC. has approximately 61 employees and manages $19.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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