# JAMES MATTHEW RAFELD

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ALERA INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/287906) | 2024-10-29 | present | Yes |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2012-04-16 | 2023-02-27 | — |
| [VOYA RETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/3989) | 2006-04-17 | 2011-08-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5128598)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5128598.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.