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Matthew Keith Jenner

Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
2 statesRegistered 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.

  1. Nxtjen Financial ServicesAug 2026 to now
  2. Raymond James Financial Services Advisors, Inc.Jun 2026 to now
  3. Legacy Wealth ManagementSep 2025 to now
  4. Raymond James Financial Services, Inc.Sep 2025 to now
  5. Lindsey Wilson College/universityJan 2025 to Apr 2025
  6. Empire Ranch Golf ClubJun 2024 to Aug 2025
  7. House of MulesApr 2024 to Jun 2024
  8. Live NationMay 2023 to Aug 2023
  9. Central Connecticut State UniversityJan 2023 to May 2024
  10. UnemployedMay 2022 to May 2023
  11. City College of San FranciscoJun 2020 to May 2022
  12. Round Table PizzaApr 2020 to Jun 2020
  13. Folsom Lake CollegeDec 2019 to Apr 2020
  14. St. Thomas More SchoolAug 2019 to Dec 2019
  15. Oak Ridge High SchoolAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (AZ, NV).

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
8167209
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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