Matthew Scott Powalski
Investment adviser representative at Jcp Investment Management, LLC
13 yearsExperience
1 stateRegistered in
$252.3MFirm assets
7 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Jcp Investment Management, LLCJan 2021 to now
- Mcnair Interests, Family OfficeNov 2019 to Dec 2020
- Capital Technologies, Family OfficeJun 2017 to Nov 2019
- Pkf TexasJun 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Jcp Investment Management, LLC
$252.3MAssets managed
11Clients
6Advisers
7 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
- 7421488
- Firm CRD
- 150635