Lauren Matheu
Advisor at 49 Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
49 Financial
Location
Jacksonville, FL 32256
Credentials
Series 63, Series 65
Industry experience
2 years
About
Lauren Matheu is a financial advisor at 49 Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Inc. and PKS Investments, as well as teaching experience at the University of Florida and local schools. She also provides fixed insurance services as part of her work with 49 Financial. 49 Financial serves a diverse client base, including individuals, trusts, corporations, and charitable organizations, offering comprehensive financial planning, investment management, and family office services. The firm employs a disciplined, long-term investment approach based on Modern Portfolio Theory and utilizes proprietary and third-party model portfolios.
Client services
Based on 49 Financial
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on 49 Financial
Wealth management
Tax strategies for small businesses
Real estate investing
Fee options
Fixed fees for financial planning and consulting services as described above
$0+: Up to 1.65% annually (maximum advisory fee) $10,000,000 net worth (for Fractional Family Office Services)+: Fractional Family Office Services fees range from $2,500 to $10,000 per month for Standard Services, $5,500 to $30,000 per month for Premium Services
Advisory professionals may receive commissions for the sale of securities and insurance products through affiliated broker-dealer
Account minimum: $25,000 Fee-only: Fixed fees for financial planning and consulting: up to $5,000 for limited engagements; up to $75,000 annually for ongoing services; advanced planning fees up to $75,000 fixed fee; retirement plan consulting fees are fixed, project-based, individually negotiated
Location
5011 Gate Parkway, Building 100, Suite 100
Jacksonville, FL 32256
Most active in
Lauren M has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Oakwood Capital Securities, Inc.
2024 - 2024 (1 year)
49 Wealth Management
2023 - Present (3 years)
PKS Investments
2023 - 2024 (1 year)
University of Florida
2022 - 2022 (1 year)
University of Florida
2019 - 2023 (4 years)
Chiles High School
2016 - 2019 (3 years)
Deerlake Middle School
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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