James Edward Matush Jr
Investment Adviser Representative at Trinity Wealth Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Edward Matush Jr. is an investment adviser representative with Trinity Wealth Advisors LLC in St. Louis, MO, where they have been registered since 2019. They have worked in the securities industry since 1981 and have been registered with 6 firms, including Trinity Wealth Securities, L.L.C. and Royal Alliance Associates, Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Missouri and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Missouri, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Trinity Wealth Securities, LLCJun 2000 – no end date reportedSt. Louis, MO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Trinity Wealth Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Life-Wealth Planning, Investment Management, Charitable Giving, advanced planning, investment consulting, relationship management, tax planning, estate and legacy strategies, and coordination with investment, legal, and insurance specialists.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- St. Louis, MO
- Founded:
- 1997
- SEC file number:
- 801-55428
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 18, 2026
View full firm profileOther advisors at Trinity Wealth Advisors LLC
3 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
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 Edward Matush Jr 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.
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