Inactive

Jeffrey Thomas Matthias

Madison Investment Advisors, LLC

CRD 1714851

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Employer firm

Madison Investment Advisors, LLC CRD 110297

$13.8B regulatory AUM 74 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
SUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS AND MODELS

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

Current Employers

Madison Investment Advisors, Llc

550 Science Drive, Madison, WI 53711 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2014-01-08
WI	RA	APPROVED	2011-08-04

AZ RA
APPROVED

Since 2014-01-08
WI RA
APPROVED

Since 2011-08-04

Branch Locations

550 Science Drive, Madison, WI 53711 • 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

Organization	City	State	From	To
Madison Investment Advisors, Llc	Madison	WI	07/2011	Present

07/2011 → Present

Madison Investment Advisors, Llc

Madison, WI

Previous Registrations

2013-07-01 → 2016-09-30

Northroad Capital Management Llc

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-09-01

S63 Uniform Securities Agent State Law Examination

1987-09-01

Designations

Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

KRISTY LYNN REED

SEAN STEPHEN WAYNE

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