Jordan Mathews has been an investment adviser representative at Ascension Capital Advisors since July 2016, and is not listed among the firm’s executive officers or direct owners. Jordan Mathews holds a BS in Mathematics (emphasis in Statistics, Probability, and Data Analysis) from the University of Texas at Austin.
Ascension Capital Advisors, Inc. is a Houston, TX firm with $939M under management, 240 clients and 7 advisers in one office, as of its June 2026 filing.
Jordan Mathews is a Portfolio Manager and Director of Research at Ascension Capital. Before joining Ascension in 2016, he worked at several other Texas-based registered investment advisory firms. He is responsible for monitoring current and prospective investments for Ascension's proprietary investment models and creating trade files to apply model allocations uniformly across client accounts.
Jordan Mathews’ longest registration is the current one, 10 years at Ascension Capital Advisors since 2016. Before joining Ascension Capital Advisors in 2016, Jordan Mathews was registered through Sage Harbor Advisors, Inc. and Trippon Wealth Management Group LLC.
- – present · 10 yearsHouston, TX · Adviser representative · Firm CRD 109518
- Sage Harbor Advisors, Inc.– · 5 yearsHouston, TX · Adviser representative · Firm CRD 107461
- Trippon Wealth Management Group LLC– · under a yearHouston, TX · Adviser representative · Firm CRD 136485
Investment adviser representative registrations
Jordan Mathews is registered as an investment adviser representative in Texas, since July 2016.
- TexasSince 26 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 March 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jordan Davis Mathews
- CRD
- 5650543
- Firm
- Ascension Capital Advisors · CRD 109518
- Office
- 4900 WOODWAY DRIVE, SUITE 1150, Houston, TX 77056
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ascensioncapital.com
Where does Jordan Mathews work?
Jordan Mathews is an investment adviser representative registered through Ascension Capital Advisors, Inc. since July 2016, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Mathews a financial advisor?
Yes. Jordan Mathews has a current investment-adviser registration in Texas, through Ascension Capital Advisors since July 2016.
How many years of experience does Jordan Mathews have?
Jordan Mathews has 15 years in the financial industry, since January 2011, across 3 adviser firms.
What exams has Jordan Mathews passed?
Jordan Mathews passed the Series 65 in March 2008.
Where did Jordan Mathews work before Ascension Capital Advisors?
Before Ascension Capital Advisors, Jordan Mathews was registered through Sage Harbor Advisors, Inc., April 2011 to July 2016; Trippon Wealth Management Group LLC, March 2009 to June 2009.
Where is Jordan Mathews based?
Jordan Mathews’ registered office is in Houston, TX.
Is Jordan Mathews registered with FINRA?
No. Jordan Mathews has no current broker registration.
How can I verify Jordan Mathews’ record?
Search CRD 5650543 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Mathews’ full registration record.