AdFi
JE

James Earl Mattson

Investment Adviser Representative at ADVISORNET WEALTH PARTNERS

Minnetonka, MNCRD #5928586Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
12 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 12 states
ArizonaCaliforniaConnecticutFloridaIllinoisIndianaMassachusettsMichiganMinnesotaSouth DakotaVirginiaWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/25/2013
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/25/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.002
Source

Advisornet Wealth Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ADVISORNET WEALTH PARTNERSCurrent
1/29/2024Minnetonka, MN
CETERA INVESTMENT ADVISERS LLCCurrent
11/30/2023Minnetonka, MN
AMERIPRISE FINANCIAL SERVICES, LLC
5/22/20207/25/2023Wayzata, MN
MORGAN STANLEY
1/3/20145/27/2020Bloomington, MN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Earl Mattson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

James Earl Mattson - Financial Advisor in Minnetonka, MN | AdvisorFinder