Jayson Cort Jaquess
Investment adviser representative at The Mather Group, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.4BFirm assets
Are you Jayson Cort Jaquess? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- The Mather Group, LLCNov 2024 to now
- Charles Schwab Bank, SsbMay 2022 to Nov 2024
- Charles Schwab & Co., Inc.Feb 2021 to Nov 2024
- UnemployedJan 2021 to Jan 2021
- Housing ScoutDec 2018 to Dec 2020
- Bypass MobileJun 2018 to Aug 2018
- SchoolJun 2017 to Dec 2020
- SchoolAug 2011 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Mather Group, LLC
$13.4BAssets managed
4,773Clients
109Advisers
15 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
- 7336941
- Firm CRD
- 156005