JAMES LOUIS MATT is an investment adviser representative (IAR) with state registration records since 2002, appearing at 9 firms. Currently registered with ASCENTIS INDEPENDENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ASCENTIS INDEPENDENT ADVISORS, LLC | 2026-01-08 | present | Yes |
| FREEDOM INVESTMENT MANAGEMENT, INC. | 2024-02-07 | 2025-12-16 | — |
| 3D/L CAPITAL MANAGEMENT, LLC | 2021-04-20 | 2023-12-21 | — |
| 3D ASSET MANAGEMENT, INC. | 2020-03-26 | 2021-03-31 | — |
| POGSON & MATT WEALTH MANAGEMENT GROUP, LLC | 2011-02-01 | 2020-03-30 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2008-09-16 | 2011-02-22 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2008-07-08 | 2008-09-10 | — |
| TD AMERITRADE, INC. | 2008-07-08 | 2008-09-10 | — |
| STRATEGIC ADVISERS LLC | 2002-09-16 | 2008-06-20 | — |