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James Mattson Email & Phone Number
Managing Partner and Financial Advisor
at
Mattson Wealth Management
2 work emails found
@ampf.com
2 phones found area 914
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner and Financial Advisor
Location
Minneapolis, Minnesota, United States
Who is James Mattson? Overview
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Quick answer
James Mattson is listed as Managing Partner and Financial Advisor at Mattson Wealth Management, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at ampf.com, phone signal with area code 914, and a matched LinkedIn profile for James Mattson.
James Mattson previously worked as Managing Partner & Financial Advisor at Mattson Wealth Management and Financial Advisor, Managing Director at Ameriprise Financial Services, Llc. James Mattson holds Bachelor Of Arts (Ba), Accounting & Finance from Saint John'S University.
Company email context
Email format at Mattson Wealth Management
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{first}.{last}@ampf.com
89% confidence
AeroLeads found 2 current-domain work email signals for James Mattson. Compare company email patterns before reaching out.
Profile bio
About James Mattson
As a Managing Partner and Financial Advisor at Mattson Wealth Management, I have over 10 years of experience in helping clients achieve their financial goals and aspirations. My expertise lies in creating personalized and diversified portfolios, providing comprehensive financial planning, and offering solutions to protect clients from uncertainty.My mission is to deliver 1:1 financial advice that is tailored to each client's needs and preferences. I also strive to build long-term relationships with my clients based on trust, communication, and transparency. By working with me, you can expect regular meetings to review your progress and investments, anytime access to your account and digital tools, and a dedicated partner who cares about your financial well-being.Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Advisory services also offered through AdvisorNet Wealth Partners. Cetera is under separate ownership from any other entity. Location: 110 Cheshire Lane, Suite 200 | Minnetonka, MN 55305
Listed skills include Portfolio Management, Strategic Financial Planning, Football, Investments, and 5 others.
Current workplace
James Mattson's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
James Mattson work experience
A career timeline built from the work history available for this profile.
Managing Partner & Financial Advisor
Current
Mattson Wealth Management
Dec 2023 - Present
Financial Advisor, Managing Director
May 2020 - Dec 2023
Vice President, Portfolio Manager, Financial Advisor & Financial Planning Specialist
Morgan Stanley
Aug 2013 - May 2020
Finance Intern
Morgan Stanley
May 2011 - Aug 2013
Fitness Center Manager
Saint John'S University
Dec 2010 - Jun 2013
1 education record
James Mattson education
-
Saint John'S University
FAQ
Frequently asked questions about James Mattson
Quick answers generated from the profile data available on this page.
What company does James Mattson work for?
James Mattson works for Mattson Wealth Management.
What is James Mattson's role at Mattson Wealth Management?
James Mattson is listed as Managing Partner and Financial Advisor at Mattson Wealth Management.
What is James Mattson's email address?
AeroLeads has found 2 work email signals at @ampf.com for James Mattson at Mattson Wealth Management.
What is James Mattson's phone number?
AeroLeads has found 2 phone signal(s) with area code 914 for James Mattson at Mattson Wealth Management.
Where is James Mattson based?
James Mattson is based in Minneapolis, Minnesota, United States while working with Mattson Wealth Management.
What companies has James Mattson worked for?
James Mattson has worked for Mattson Wealth Management, Ameriprise Financial Services, Llc, Morgan Stanley, and Saint John'S University.
How can I contact James Mattson?
You can use AeroLeads to view verified contact signals for James Mattson at Mattson Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did James Mattson attend?
James Mattson holds Bachelor Of Arts (Ba), Accounting & Finance from Saint John'S University.
What skills is James Mattson known for?
James Mattson is listed with skills including Portfolio Management, Strategic Financial Planning, Football, Investments, Finance, Services, Fitness, and Financial Services.
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