Alex Mathern, CWS^®

[email protected] | (469) 772-7188

Alex started as Financial Advisor in D.A. Davidson’s home office at Great Falls, Montana, but moved to the Plano, Texas office in July 2024. After graduating from Gonzaga University in 2009, Alex began a career in Finance with Northwestern Mutual and Wells Fargo Financial, prior to joining D.A. Davidson in 2011. Alex has been a member of D.A. Davidson’s prestigious Chairman’s Council and President’s Club since 2020. When he’s not spending time with his three kids in their pool or exploring the wilderness, Alex enjoys wrenching on cars in his garage. Alex has a client-focused approach to wealth management and brings a level of personalization to the process often unrivaled in the industry. His wife, Melissa, sold Harlos Spa in Great Falls. Now, she runs a tight ship at home.

[email protected] | (469) 772-7187

Jesse is a Registered Client Associate for Mathern Wealth Management at DA Davidson. He enjoys developing meaningful relationships with clients while partnering with Alex to help clients achieve their financial goals.

Prior to joining DA Davidson, Jesse started his career in finance at Northwestern Mutual in Dallas, TX as a financial planner before transitioning into a licensed banker role at JPMorgan Chase. After nearly three years in Dallas, Jesse became an Associate for Mathern Wealth Management in the Summer of 2024.

Jesse earned his bachelor’s degree of Managerial Finance and Real Estate from The University of Mississippi. He currently holds his Series 7 and 66 licenses. 

Outside of the office, Jesse enjoys playing tennis, golf, spending time with family and friends, and makes consistent trips back to his hometown of St. Petersburg Florida.