Calton & Associates
47yrs
Top advisor by experience in Tempe
6yrs
Junior Mathieu
Financial advisor at J.p. Morgan Securities
Junior Mathieu is a fiduciary financial advisor in Tempe, Arizona, with 6 years in the industry. Junior joined J.p. Morgan Securities in 2022, after a year at Vanguard Advisers. J.p. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 568 advisors with offices in Tempe, and one of 548 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office150 W University Dr, Floor 04, Tempe, AZ 85281
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.p. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowJ.p. Morgan Securities LLCCurrent firm
- Jan 2021 – Dec 2021Vanguard Advisers, Inc.Previously
Questions to ask Junior
Tailored to Junior’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Junior
How do I contact Junior?
Call J.p. Morgan Securities at 800-999-2000 and ask for Junior Mathieu. Junior works from the Tempe, AZ office.
How long has Junior been a financial advisor?
Junior has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Junior hold?
Series 66. Tap any license on this page to see what it allows.
Is Junior a fiduciary?
Junior is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Junior paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Junior for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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