Jeffrey Mathis
Jeffrey Mathis is a registered investment advisor at Verus Capital Partners, LLC, based in Fayetteville, TN, with 26 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,642 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees are negotiable based on account complexity, composition, and expected future asset additions.
Fee Estimator
Location
1635 Huntsville Highway, Fayetteville, TN, 37334
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Jeffrey is an Investment Adviser Representative at Southern Heritage Financial Group and owner of Heritage Wealth Management, an independent RIA, dedicating full-time and about half his time respectively. He also works part-time for Florida College as a Special Assistant to the President, and sells insurance and fixed annuities a few hours per week.
Employment History
Current Registrations
Verus Capital Partners, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Heritage Wealth Management, LLC
Heritage Wealth Management, LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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