0001733756-24-000006.txt : 20240401 0001733756-24-000006.hdr.sgml : 20240401 20240401164935 ACCESSION NUMBER: 0001733756-24-000006 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: ARNDT,JENNIFER,HARRIS, FILED AS OF DATE: 20240401 DATE AS OF CHANGE: 20240401 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Masterson Advisors LLC CENTRAL INDEX KEY: 0001733756 ORGANIZATION NAME: IRS NUMBER: 824640889 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-05417 FILM NUMBER: 24810329 BUSINESS ADDRESS: STREET 1: 3 GREENWAY PLAZA STREET 2: SUITE 1100 CITY: HOUSTON STATE: TX ZIP: 77046 BUSINESS PHONE: 713-814-0550 MAIL ADDRESS: STREET 1: 3 GREENWAY PLAZA STREET 2: SUITE 1100 CITY: HOUSTON STATE: TX ZIP: 77046 MA-I/A 1 primary_doc.xml MA-I/A 0001733756 XXXXXXXX Chris McManus 9736189506 cmcmanus@alternativereg.com cmcmanus@alternativereg.com N 0001733756-22-000016 N Jennifer Harris Arndt 000000000 N 1 0001733756 Masterson Advisors LLC 11-01-2022 N 867-02338 SUPERVISED 11-01-2022 3 GREENWAY PLAZA SUITE 1100 HOUSTON TX 77046 LOCATED SUPERVISED 11-01-2022 3102 Maple Avenue 225 Dallas TX 75201 Jennifer R Harris 11-2022 Masterson Advisors, LLC Houston TX 77046 Y N Director 03-2012 10-2022 PFM FINANCIAL ADVISORS LLC DALLAS TX 75201 Y Y DIRECTOR Y 05-2015 J&J Lending Corporation 2809 Regal Road Plano TX 75075 N Y lends money to real estate investors to improve residential real estate, buys and sells real estate, buys owner financed real estate notes Treasurer 5 Attend annual shareholder meeting 05-2015 Jardbam Investments LLC 2809 Regal Road 102 Plano TX 75075 N Y Lends money to real estate investors to improve residential real estate, buys and sells real estate, buys owner financed real estate notes Treasurer 5 Attend annual shareholder meeting 11-2022 Women in Public Finance (National organization) 600 W. 8th Street Austin TX 78701 N N 501c-6 Board for the industry professionals Member of Executive Council 2 Monthly executive council meeting, volunteer at events/planning N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 04-01-2024 Kimberly McManus President, Alternative Regulatory Solutions, LLC