Jessica Matthews
Investment adviser representative at Raymond James Financial Services Advisors, Inc
15 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Jessica Matthews? 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
15 years in the industry.
- Raymond James Financial Services Advisors, IncOct 2025 to now
- Chicago Public SchoolAug 2025 to Aug 2025
- UnemployedJan 2025 to Jul 2025
- Doyenne Wealth AdvisorsApr 2024 to Dec 2024
- Abacus Wealth PartnersMay 2023 to Jun 2023
- Chicago Public SchoolSep 2022 to Mar 2024
- College for Financial Planning a Kaplan CompanyJun 2022 to Apr 2023
- Loveliestwoman Coaching LLCAug 2016 to Apr 2024
- Chicago Metropolitan Agency for PlanningAug 2011 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8184585
- Firm CRD
- 149018