Joshua
Mason
The Mather Group, LLC
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About this Advisor
Joshua Mason is a financial advisor working out of Snohomish, Washington, who has 3 years of relevant experience. Mason works at The Mather Group, LLC. Mason has gained experience at Charles Schwab & Co., Inc, Charles Schwab Bank, Bugclub LLC, The Mather Group, LLC and 5153 LLC. Mason has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to operate in California, Illinois, Oregon and Washington. The Mather Group, LLC is an advisory firm that has its headquarters in Chicago, IL. It has offices in 60 locations and a total of 167 financial advisors. It has $9 billion in assets between its 16,761 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 16,761 client accounts, 51% belong to high-net-worth individuals who have more than $1 million in assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees typically depend on the type of financial services. However, fee types billed by The Mather Group, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Mather Group, LLC Brokerage Details
$8,718,717,623
167
16,761
$520,179
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joshua Mason Work History
Joshua has been registered as a financial advisor for 3 years.*
The Mather Group, LLC
Bugclub LLC
5153 LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Mason to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Mather Group, LLC
Chicago, IL
Snohomish, WA
Chicago, IL
Austin, TX
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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