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Jason Shaundre Matthews

Gibson Monroe Wealth Advisors

Oakland, CA

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Current Employers
Gibson Monroe Wealth Advisors

2100 Embarcadero #105, Oakland, CA 94606 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2100 Embarcadero #105, Oakland, CA 94606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matthews Financial & Insurance Solutions Oakland CA 10/2009 Present
Gibson Monroe Wealth Advisors Oakland CA 11/2022 Present
Other Businesses

Contributor at KTVU Fox 2 local news broadcasting network in Oakland, California.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-18
  • S65 Uniform Investment Adviser Law Examination
    2022-10-18
Other Names
  • J.J. Matthews

View on SEC IAPD

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