John Alfred Mathison
Investment adviser representative at Associated Investment Services, Inc.
13 yearsExperience
1 stateRegistered in
$1.2BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Associated Investment Services, Inc.Jul 2025 to now
- Associated Bank, N.A.Sep 2023 to now
- Fidelity InvestmentsJun 2021 to Sep 2023
- Bancwest Investment Services, Inc.Aug 2018 to Jun 2021
- Bank of the WestAug 2018 to Jun 2021
- Wells Fargo Clearing Services, LLCJul 2017 to Jul 2018
- Wells Fargo Bank, NAJun 2017 to Jul 2018
- BMO Harris BankMay 2017 to Jul 2017
- Wells Fargo Clearing Services, LLCNov 2016 to May 2017
- Wells Fargo Bank NAOct 2013 to May 2017
- Wells Fargo Advisors LLCOct 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MN).
Associated Investment Services, Inc.
$1.2BAssets managed
3,852Clients
42Advisers
16 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
- 4364996
- Firm CRD
- 1464