Jackson Klutznick
Investment adviser representative at Matter Family Office
11 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
11 years in the industry.
- Matter Family OfficeJul 2026 to now
- Matter LLCJan 2026 to now
- Iwp Wealth Management LLCJun 2025 to May 2026
- Full Time StudentJun 2024 to May 2025
- Full Time StudentAug 2021 to May 2024
- Cherry Hills Country ClubAug 2020 to Aug 2021
- Full Time StudentAug 2020 to Dec 2020
- Full Time StudentSep 2019 to Jun 2020
- BoardlifeAug 2015 to Jun 2019
- Full Time StudentJun 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8169495
- Firm CRD
- 106806