Matthew James Spradlin
Investment adviser representative at Raymond James Financial Services Advisors, Inc
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm assets
Are you Matthew James Spradlin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Raymond James Financial Services Advisors, Inc.Mar 2026 to now
- Raymond James Financial Services, Inc.Mar 2026 to now
- Steward Partners Investment Solutions, LLCMay 2022 to Mar 2026
- Steward Partners Global Advisory, LLCFeb 2018 to Mar 2026
- Steward Partners Investment Advisory, LLCFeb 2018 to Mar 2026
- Raymond Jamed Financial Services, IncFeb 2018 to May 2022
- Bank of America, NADec 2009 to Feb 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2003 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn 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
- 4707315
- Firm CRD
- 149018