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Jeffrey D Mathies

Ceo/CcoPrestige Wealth Management, LLCCRD 5378354

About Jeffrey D Mathies

Jeffrey D Mathies is listed as Ceo/Cco at Prestige Wealth Management, LLC in Pueblo, CO. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Prestige Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey D Mathies work?

Jeffrey D Mathies is listed as Ceo/Cco at Prestige Wealth Management, LLC on SEC Form ADV.

How much of Prestige Wealth Management, LLC does Jeffrey D Mathies own?

Form ADV reports a beneficial ownership band of Over 75%.

Prestige Wealth Management, LLC

TitleCeo/Cco
OwnershipOver 75%
Control personYes
Since2008
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