Rebecca Aileen Mathis
Investment adviser representative at Raymond James Financial Services Advisors, Inc
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets
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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 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
19 years in the industry.
- Raymond James Financial Services Advisors, IncMay 2018 to now
- Jeter Hrubala Wealth StrategiesMay 2018 to now
- Ramond James Financial Services, IncMay 2018 to now
- Raymomd James Financial Services Advisors, IncMay 2018 to now
- Riversource Fund Distributors, Inc.May 2010 to Apr 2018
- Riversource InvestmentsMay 2010 to Apr 2018
- Columbia Management Advisors, LLCMar 2007 to Apr 2018
- Columbia Management InvestmentMar 2007 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 5303339
- Firm CRD
- 149018