Janet Lynn Matheron
Investment adviser representative at Masonboro Advisors
10 yearsExperience
1 stateRegistered in
$206.5MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Masonboro AdvisorsMay 2023 to now
- Glasgow & Associates, LLCJul 2022 to now
- Capital Investment Advisory Services, LLCOct 2022 to Dec 2023
- Capital Investment Group, Inc.Mar 2022 to Dec 2023
- Masonboro AdvisorsMar 2022 to Jul 2022
- Coldwell Banker Sea CoastJul 2019 to Mar 2022
- UnemployedMar 2019 to Jul 2019
- Witt O'brien'sSep 2018 to Mar 2019
- Lumina NewsFeb 2018 to Sep 2018
- Drucker & FalkSep 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Masonboro Advisors
Legal name: Glasgow & Associates, LLC
$206.5MAssets managed
228Clients
7Advisers
1 yearIn 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
- 7530487
- Firm CRD
- 145151