Jeannie Esther Matza
Investment adviser representative at Compass Investment Advisers, LLC
13 yearsExperience
2 statesRegistered in
$110.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Compass Investment Advisers, LLCDec 2019 to now
- HomemakerJul 2019 to Dec 2019
- Empirical Financial Services, LLCJan 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Compass Investment Advisers, LLC
$110.5MAssets managed
72Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3231019
- Firm CRD
- 131933