Jerrel Lee Armstrong
Investment adviser representative at Matter Family Office
20 yearsExperience
1 stateRegistered in
$3.8BFirm assets
35 yearsFirm in business
Are you Jerrel Lee Armstrong? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Matter Family OfficeJul 2026 to now
- Matter LLCJan 2026 to now
- Self-employedJul 2006 to now
- Iwp Wealth Management LLCApr 2021 to May 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Matter Family Office
Legal name: Matter, LLC
$3.8BAssets managed
229Clients
43Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2818688
- Firm CRD
- 106806