JM
CFP
JM
CFP

James Edward Matush

44 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersInvestment ManagementTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
129 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$258.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Included in AUM fee
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Location

132 W Washington Ave Suite 200, St. Louis, MO, 63122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James is an inactive user/distributor for Nikken, a healthcare products company, dedicating minimal time. He also receives insurance residuals from past clients, requiring minimal time.

Employment History
Current Registrations
Trinity Wealth Advisors LLC
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
February 2001 - August 2019 · 18 yrs 6 mos
Royal Alliance Associates, INC.Broker
November 1989 - March 2001 · 11 yrs 4 mos
Integrated Resources Equity CorporationBroker
January 1987 - November 1989 · 2 yrs 10 mos
Planvest Capital CorporationBroker
January 1985 - January 1987 · 2 yrs
Equitec Securities CompanyBroker
June 1981 - February 1985 · 3 yrs 8 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.