John Stratton Mathews

John Stratton Mathews is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaumont, TX. Reported securities licenses include Series 63 and Series 65. The latest record indicates 43 years of industry experience and 46 years of reported work history. Reported roles include Bank of America, N.A..

SEC disclosures list additional business and community activities: I; : 2538294entity Type: For Profitname Of Oba: The M: Flp, ltd; Address: lumberton, tx 77657investment related: noposition, title, association: general partner/managing memberemployee start date: 06/02/2025number of hours: 1 hr mthlynumber of hours during trading: 0duties: management of my personal estate assetsi; : 2535361entity Type: For Profitname Of Oba: Jtj Associates; : 2535362entity Type: For Profitname Of Oba: Lta Legacy; : 2535359 Entity Type: For Profitname Of Oba: The M: And d; Flp; : 2790311 Entity Type: Entity For Profit Name Of Oba: J & L M Flp Address: Lumbertontexas77657 Investment Related: Yes Position.

Merrill Lynch, Pierce, Fenner & Smith Incorporated's firm-level Form ADV reports 25,565 advisors across 5,327 offices; approximately 71.9 clients per advisor, average assets per client of $968,779, and regulatory AUM of $1.8T; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.