James Matise (CRD# 7506742) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Alamogordo, NM and has over 2 years of experience in the finance industry.
CRD# 5835590
Edward Jones
CRD# 6899589
Edward Jones
CRD# 2598766
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knights Of Columbus Asset Advisors LLC | New Haven, CT | Apr 2020 - Current | 4 |
| Knights Of Columbus Insurance | New Haven, CT | Aug 2015 - Current | 8 |
| Pecos Valley Pizza, Inc Dba Domino's Pizza | Roswell, NM | Aug 2006 - Aug 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- NM
- TX
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Total Assets Under Management27,243MILLIONS
-
Total Number of Accounts3,799ACCOUNTS
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Average Account Value$7,171,038
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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