John Waite Mattison
Investment adviser representative at Florida Financial Advisors, LLC
12 yearsExperience
2 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, LLCApr 2026 to now
- Florida Financial Advisors, LLCJan 2026 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsNov 2025 to now
- Evolution HouseJul 2024 to now
- Regent UniversityMay 2021 to Dec 2025
- Taurus Telesystems IncorporatedJan 2021 to May 2021
- Harris TeeterMay 2020 to Dec 2020
- United States Air ForceApr 2014 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, VA).
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
- 8192809
- Firm CRD
- 288811