Wesley Mattox has been an investment adviser representative at Exodus Wealth since March 2026, and is not listed among the firm’s executive officers or direct owners.
Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.
Wesley Mattox’s longest registration was 4 years at Integrated Financial Strategies, LLC (2022–2026). Before joining Exodus Wealth in 2026, Wesley Mattox was registered through Integrated Financial Strategies, LLC.
- Exodus Wealth, LLCCurrent– present · under a yearCharlotte, NC · Adviser representative · Firm CRD 174328
- Integrated Financial Strategies, LLC– · 4 yearsCharlotte, NC · Adviser representative · Firm CRD 165007
Investment adviser representative registrations
Wesley Mattox is registered as an investment adviser representative in North Carolina, since March 2026.
- North CarolinaSince 5 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 13 September 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 August 2019 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 31 July 2019 |
| SIE | Securities Industry Essentials Examination | 3 July 2019 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Securities Industry Essentials Examination
- Full name
- Wesley Jordan Mattox
- CRD
- 6332844
- Firm
- Exodus Wealth · CRD 174328
- Office
- Charlotte, NC
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Wesley Mattox work?
Wesley Mattox is an investment adviser representative registered through Exodus Wealth, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Wesley Mattox a financial advisor?
Yes. Wesley Mattox has a current investment-adviser registration in North Carolina, through Exodus Wealth since March 2026.
How many years of experience does Wesley Mattox have?
Wesley Mattox has 7 years in the financial industry, since August 2019, across 2 adviser firms.
What exams has Wesley Mattox passed?
Wesley Mattox has passed 4 licensing exams: the SIE, Series 87, Series 63 and Series 7TO. The earliest, the SIE, was passed in July 2019.
Where is Wesley Mattox based?
Wesley Mattox’s registered office is in Charlotte, NC.
Is Wesley Mattox registered with FINRA?
No. Wesley Mattox has no current broker registration.
How can I verify Wesley Mattox’s record?
Search CRD 6332844 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wesley Mattox’s full registration record.