James is the Managing Partner and a Financial Advisor with Mattson Wealth Management. He focuses on investment solutions, portfolio management, high-net worth planning, and business development.
James graduated from Saint John’s University in 2013 with a degree in accounting and finance, where he also played football. He earned the distinction of being the only kicker from Saint John’s University to be named an All-American. He still stays connected to his alma mater by being a volunteer football coach and is on the Saint John’s Alumni Board.
In 2018, 2019, 2022 and 2023 James was named to Forbes: Best-in-State Wealth Advisors:
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of nominations received, based on thresholds - invited to complete online survey telephone interviews - in-person interviews at Advisor's location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
In 2018, 2019, 2022 and 2023 James was also named to Forbes: Top Next Gen Wealth Advisors:
The Top Next Gen list includes 250 rising advisors who help manage over $490 billion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. The rankings, developed by SHOOK Research, are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered have a minimum of four years' experience and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.