James Nathan Michaelson
Investment adviser representative at Matter Family Office
12 yearsExperience
1 stateRegistered in
$3.8BFirm assets
35 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
- Seminars and workshops
Experience
12 years in the industry.
- Matter Family OfficeJun 2026 to now
- Matter LLCJan 2026 to now
- Iwp Wealth Management LLCMar 2025 to Dec 2025
- TIAAJun 2022 to Feb 2025
- TIAA-CREF Individual & Institutional Services, LLCJun 2022 to Feb 2025
- Motor Systems IncMay 2021 to Aug 2021
- University of GeorgiaAug 2018 to May 2022
- Office of U.S. Senator Rob PortmanJul 2017 to Jul 2017
- Mariemont High SchoolAug 2014 to May 2018
- Michaelson HomesJun 2014 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Matter Family Office
Legal name: Matter, LLC
$3.8BAssets managed
229Clients
43Advisers
35 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
- 7565732
- Firm CRD
- 106806