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Advisors / Utah / Draper
4yrs

John Matson

Financial advisor at State Farm Investment Management

Based in Draper, Utah, John Matson is a fiduciary financial advisor with 4 years of industry experience. John has been with State Farm Investment Management since 2023. State Farm Investment Management offers investment management and is paid through a percentage of assets.

One of 177 advisors with offices in Draper, and one of 170 fiduciaries.

Draper, UT 84020Fiduciary advisor

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office12226 S 1000 E Suite 5, Draper, UT 84020
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state

Services through State Farm Investment Management

Investment management for individuals and small businessesManaging mutual funds

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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now

Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call State Farm Investment Management at (800) 447-0740 and ask for John Matson. John works from the Draper, UT office.

How long has John been a financial advisor?

John has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask John 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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