Matthew Ryan Witbeck
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm 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 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
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Sep 2025 to now
- Raymond James Financial Services, Inc.Sep 2025 to now
- Trustmark BankJan 2025 to now
- LPL Financial, LLCJan 2025 to Sep 2025
- Djj Technologies NtlApr 2024 to Oct 2024
- J.P. Morgan Securities LLCMar 2021 to Mar 2024
- JPMorgan Chase Bank, N.A.Mar 2021 to Mar 2024
- Ironwood Landscape and IrrigationJun 2020 to Feb 2021
- Jack Sheets Northwestern MutualMar 2020 to Jun 2020
- Northwestern Mutual Investment Services, LLCJun 2019 to Jun 2020
- Crossroads DinerMay 2019 to Aug 2019
- AXA Advisors, LLCSep 2018 to May 2019
- Ryes Lawn ServiceJun 2018 to Aug 2018
- Eagle RanchMay 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MS).
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
- 7009976
- Firm CRD
- 149018