Matthew Jordan Walters
Investment adviser representative at Mach-1 Financial Group, LLC
6 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$546.3MFirm assets
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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
Experience
6 years in the industry.
- Mach-1 Financial Group, Inc.Oct 2018 to now
- Fusion Capital ManagementMay 2018 to Dec 2019
- Self EmployedSep 2017 to May 2018
- Capital Markets Iq, LLCSep 2016 to Sep 2017
- Weise Capital Advisors, LLC (d/b/a for Ria Business)Sep 2016 to Sep 2017
- Chandler Advisors LLCMay 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Mach-1 Financial Group, LLC
$546.3MAssets managed
1,566Clients
9Advisers
6 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
- 6706736
- Firm CRD
- 298195