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Elizabeth Marie Mathena

JM2 CAPITAL INC.·EDMOND, Oklahoma
Clean recordJM2 CAPITAL INC.
16340 MUIRFIELD PLACE, EDMOND, OK 73013CRD# 7537694Firm CRD# 292351

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Marie Mathena · EDMOND, OK
Registration
CRD #7537694 · JM2 CAPITAL INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elizabeth Marie Mathena is a registered financial advisor based in EDMOND, Oklahoma, affiliated with JM2 CAPITAL INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
JM2 CAPITAL INC.
JM2 CAPITAL INC.
AUM
$156M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at JM2 CAPITAL INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7537694
Firm CRD# 292351
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Marie Mathena offer?
Elizabeth Marie Mathena specializes in Investment Management, Fee-Only Advisory. Contact their office in EDMOND, Oklahoma for a consultation.
What are Elizabeth Marie Mathena's credentials?
Elizabeth Marie Mathena is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Marie Mathena located?
Elizabeth Marie Mathena is based in EDMOND, Oklahoma, working with JM2 CAPITAL INC.. Their office serves clients in the EDMOND metropolitan area and surrounding communities.
How does Elizabeth Marie Mathena charge for services?
Elizabeth Marie Mathena's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JM2 CAPITAL INC.?
JM2 CAPITAL INC. has approximately 7 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JM2 CAPITAL INC.

Cameron Jay Turner
EDMOND, OK
John Mark Mathena
EDMOND, OK

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)DURANT (6)ARDMORE (5)PONCA CITY (4)BETHANY (4)CLINTON (3)GROVE (2)ADA (1)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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