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John Mark Mathena

JM2 CAPITAL INC.·EDMOND, Oklahoma
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16340 MUIRFIELD PLACE, EDMOND, OK 73013CRD# 7537691Firm CRD# 292351
01

About

John Mark 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
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# 7537691
Firm CRD# 292351
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Mark Mathena offer?
John Mark Mathena specializes in Investment Management, Fee-Only Advisory. Contact their office in EDMOND, Oklahoma for a consultation.
What are John Mark Mathena's credentials?
John Mark Mathena is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Mark Mathena located?
John Mark 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 John Mark Mathena charge for services?
John Mark 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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Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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