Wesley Jordan Mattox

Employer firm

Exodus Wealth, LLC CRD 174328

$484M regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2019 → 02/2022
  Wolfe Research
  New York, NY
• 06/2015 → 03/2019
  Evaluserve
  Raleigh, NC
• 05/2020 → 02/2022
  Wolfe Research Advisors, Llc
  New York, NY
• 03/2022 → Present
  Integrated Financial Strategies, Llc
  Charlotte, NC
• 02/2026 → Present
  Prosperity Wealth Management, Inc.
  Charlotte, NC

Previous Registrations

• 2022-02-23 → 2026-07-31
  Integrated Financial Strategies, Llc
  Fort Lauderdale, FL
  Charlotte, NC

Other Businesses

(1.) Prosperity Wealth Management, Inc.; Investment Related Advisory Firm; Charlotte, NC; Investment Adviser Representative; March 2026; Approximately 50 hours/week, 35 hours during trading hours per week; constructing a portfolio of individual stocks and ETFs managed to grow client assets. Co-portfolio manager for diversified model portfolios based on client-specific risk tolerance. (2.) Integrated Financial Strategies, LLC; Investment Related Advisory Firm; Charlotte, NC; Investment Adviser Representative; March 2022 Started; Approximately 50 hours/week, Approximately 35 hours during trading hours per week; constructing a portfolio of individual stocks and ETFs managed to grow client assets

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-08-09

Designations

• Chartered Financial Analyst