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Matthew Jonah Barson

Investment adviser representative at Arvest Wealth Management
10 yearsExperience
2 statesRegistered in
$3.4BFirm assets
21 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Arvest BankMar 2025 to now
  2. Arvest Wealth ManagementApr 2021 to now
  3. Arvest BankFeb 2019 to Jun 2022
  4. UnemployedJan 2019 to Jan 2019
  5. Tradehome ShoesOct 2017 to Mar 2018
  6. Nwa Supply & RentalJan 2016 to Dec 2018

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (AR, TX).

Arvest Wealth Management

Legal name: Arvest Investments, Inc.

$3.4BAssets managed
6,810Clients
204Advisers
21 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
7362763
Firm CRD
42057
Advisor's SEC record (opens in a new tab)
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