James Nathan Michaelson

Employer firm

Matter Family Office CRD 106806

$3.81B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Educational seminars
• CREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES

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

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

Current Employers

Employment History

• 06/2022 → 02/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 06/2022 → 02/2025
  Tiaa
  Denver, CO
• 05/2021 → 08/2021
  Motor Systems Inc
  Milford, OH
• 08/2018 → 05/2022
  University Of Georgia
  Athens, GA
• 08/2014 → 05/2018
  Mariemont High School
  Mariemont, OH
• 07/2017 → 07/2017
  Office Of U.S. Senator Rob Portman
  Cincinnati, OH
• 06/2014 → 08/2020
  Michaelson Homes
  Milford, OH
• 03/2025 → 12/2025
  Iwp Wealth Management Llc
  Denver, CO
• 01/2026 → Present
  Matter Llc
  Denver, CO

Other Businesses

MICHAELSON HOMES POSITION: Employee NATURE: Michaelson Homes is a custom home builder in Milford, OH. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 411 Main Street, Milford OH 45150, United States DESCRIPTION: I will be helping my dad by tracking vans, estimating materials for projects, and other administrative activities. I will be doing this remotely from my apartment in Denver.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-26
• S63 Uniform Securities Agent State Law Examination
  2022-08-23

Other Names

• James N Michaelson
• James Michaelson
• Nate Michaelson
• Nathan Michaelson