Jake Stone Mathie
Investment adviser representative at Florida Financial Advisors, LLC
12 yearsExperience
4 statesRegistered in
$456.1MFirm assets
3 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Trinity Wealth Securities, LLCOct 2025 to now
- Florida Financial Advisors, LLCJun 2025 to now
- Florida Financial Advisors dba Four Corners Financial AdvisorsJun 2025 to now
- Bilsten ConsultingApr 2020 to Jun 2025
- The Church of Jesus Christ of Latter-day SaintsOct 2018 to Apr 2020
- Arizona Grassroots AdvocatesAug 2017 to Oct 2018
- On the Border: Mexican Grill and CantinaJan 2017 to Aug 2017
- The Sports Village ResortMay 2014 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 4 states (AZ, FL, LA, TX).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 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
- 8115023
- Firm CRD
- 288811