JAMES MATTHEW RAFELD is an investment adviser representative (IAR) with state registration records since 2006, appearing at 3 firms. Currently registered with ALERA INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | 2024-10-29 | present | Yes |
| FINANCIAL ENGINES ADVISORS L.L.C. | 2012-04-16 | 2023-02-27 | — |
| VOYA RETIREMENT ADVISORS, LLC | 2006-04-17 | 2011-08-17 | — |