Joseph Edward Matson

Current Employers

Ash Matson Wealth Partners, Inc.

Palm City, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APP_PEND_IARCE	2026-01-01

FL RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Palm City, FL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ash Matson Wealth Partners, Inc.	Palm City	FL	12/2012	Present

12/2012 → Present

Ash Matson Wealth Partners, Inc.

Palm City, FL

Previous Registrations

2003-02-05 → 2013-06-14

Matson & Cuprill, Llc

Cincinnati, OH

Cincinnati, OH

Cincinnati, OH

Other Businesses

INSURANCE AGENT - INVESTMENT RELATED - INSURANCE SALES - 8 HOURS PER MONTH DURING MARKET HOURS CONSULTANT - MATSON MONEY - INVESTMENT RELATED - 2 HOURS PER MONTH DURING MARKET HOURS - ATTENDS QUARTERLY MEETINGS

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1980-02-25

S63 Uniform Securities Agent State Law Examination

1980-02-25

Designations

Other Names

Joe Matson

View on SEC IAPD